Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.4B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,316
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$32M
3
+$27.7M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$27.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$22.9M

Top Sells

1
+$44.7M
2
+$30.6M
3
+$30.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$29.7M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$29.6M

Sector Composition

1 Technology 9.45%
2 Financials 4.68%
3 Healthcare 4.07%
4 Consumer Discretionary 3.92%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$2.53M 0.01%
144,290
+36,387
1002
$2.52M 0.01%
36,626
-1,859
1003
$2.52M 0.01%
19,040
+9,619
1004
$2.52M 0.01%
69,599
-11,638
1005
$2.52M 0.01%
55,184
+1,964
1006
$2.51M 0.01%
55,542
+21,566
1007
$2.51M 0.01%
34,816
+7,345
1008
$2.5M 0.01%
21,640
+3,364
1009
$2.5M 0.01%
112,807
+14,968
1010
$2.5M 0.01%
19,573
-25,378
1011
$2.49M 0.01%
95,605
+57,583
1012
$2.48M 0.01%
65,995
-106,071
1013
$2.48M 0.01%
66,085
-71,486
1014
$2.48M 0.01%
34,154
-8,096
1015
$2.48M 0.01%
213,335
-3,996
1016
$2.47M 0.01%
41,291
-6,831
1017
$2.47M 0.01%
28,778
+5,035
1018
$2.46M 0.01%
54,082
-166,261
1019
$2.45M 0.01%
101,977
-869
1020
$2.45M 0.01%
306,378
-16,873
1021
$2.45M 0.01%
77,340
+21,375
1022
$2.44M 0.01%
37,071
-118
1023
$2.44M 0.01%
154,076
+1,771
1024
$2.44M 0.01%
101,505
-3,007
1025
$2.44M 0.01%
71,959
+1,825
39 40
41
42 43