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
1051
$2.31M 0.01%
90,277
+33,655
1052
$2.3M 0.01%
39,345
-780
1053
$2.3M 0.01%
78,327
+195
1054
$2.29M 0.01%
52,947
+38,147
1055
$2.29M 0.01%
63,649
+4,634
1056
$2.28M 0.01%
96,372
-17,228
1057
$2.28M 0.01%
28,562
+1,139
1058
$2.25M 0.01%
26,477
+1,929
1059
$2.25M 0.01%
117,009
-7,520
1060
$2.25M 0.01%
+22,539
1061
$2.24M 0.01%
39,717
+2,032
1062
$2.24M 0.01%
152,409
-1,077,975
1063
$2.23M 0.01%
34,237
-3,931
1064
$2.23M 0.01%
51,482
-34,901
1065
$2.22M 0.01%
37,880
-4,494
1066
$2.22M 0.01%
198,559
-19,316
1067
$2.22M 0.01%
47,901
+8,667
1068
$2.22M 0.01%
125,945
-26,824
1069
$2.21M 0.01%
53,578
+4,916
1070
$2.2M 0.01%
11,562
-1,775
1071
$2.2M 0.01%
23,016
-80
1072
$2.2M 0.01%
62,048
-223
1073
$2.2M 0.01%
96,682
-28,524
1074
$2.19M 0.01%
42,936
-25,857
1075
$2.19M 0.01%
34,677
-1,820
41 42
43
44 45