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
1076
$2.19M 0.01%
71,324
-1,542
1077
$2.19M 0.01%
47,238
-9,500
1078
$2.18M 0.01%
92,489
-2,999
1079
$2.18M 0.01%
85,581
-6,880
1080
$2.16M 0.01%
38,809
+1,688
1081
$2.16M 0.01%
22,559
-15,535
1082
$2.15M 0.01%
1,686
-143
1083
$2.15M 0.01%
86,228
-2,850
1084
$2.15M 0.01%
81,011
+16,051
1085
$2.15M 0.01%
118,650
-6,060
1086
$2.15M 0.01%
+19,988
1087
$2.14M 0.01%
72,894
+3,368
1088
$2.14M 0.01%
63,747
+1,757
1089
$2.13M 0.01%
41,761
+7,058
1090
$2.13M 0.01%
86,892
-20,994
1091
$2.13M 0.01%
42,173
-1,857
1092
$2.12M 0.01%
93,594
+64,711
1093
$2.12M 0.01%
28,006
+21,730
1094
$2.12M 0.01%
64,108
-6,881
1095
$2.12M 0.01%
56,723
+14,663
1096
$2.11M 0.01%
82,638
-2,747
1097
$2.1M 0.01%
68,076
-9,552
1098
$2.1M 0.01%
144,735
-93,497
1099
$2.1M 0.01%
65,212
+26,746
1100
$2.08M 0.01%
17,659
-511
42 43
44
45 46