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
1026
$2.42M 0.01%
58,974
+19,152
1027
$2.41M 0.01%
94,653
+8,495
1028
$2.41M 0.01%
30,822
+4,540
1029
$2.41M 0.01%
34,144
+2,708
1030
$2.4M 0.01%
91,872
-3,350
1031
$2.4M 0.01%
381,529
-26,506
1032
$2.4M 0.01%
129,975
-21,317
1033
$2.38M 0.01%
36,393
+7,229
1034
$2.38M 0.01%
17,881
+12,946
1035
$2.38M 0.01%
86,603
-2,566
1036
$2.38M 0.01%
11,256,560
+64,400
1037
$2.38M 0.01%
28,923
+460
1038
$2.38M 0.01%
3,452
+454
1039
$2.37M 0.01%
198,137
+20,089
1040
$2.36M 0.01%
93,510
-13,567
1041
$2.36M 0.01%
84,188
+15,345
1042
$2.36M 0.01%
43,981
-73,189
1043
$2.36M 0.01%
78,743
+5,159
1044
$2.35M 0.01%
122,609
+77,479
1045
$2.35M 0.01%
363,322
+6,095
1046
$2.34M 0.01%
16,868
+556
1047
$2.33M 0.01%
43,212
+2,366
1048
$2.33M 0.01%
66,421
-37,332
1049
$2.33M 0.01%
34,296
-2,157
1050
$2.32M 0.01%
36,734
+3,369
40 41
42
43 44