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
1101
$2.08M 0.01%
49,635
-1,623
1102
$2.08M 0.01%
44,544
+23,381
1103
$2.07M 0.01%
55,725
-3,263
1104
$2.07M 0.01%
89,952
+13,071
1105
$2.07M 0.01%
62,745
+19
1106
$2.06M 0.01%
66,321
+18,459
1107
$2.06M 0.01%
72,626
-28,946
1108
$2.06M 0.01%
42,134
+2,753
1109
$2.05M 0.01%
65,785
+897
1110
$2.04M 0.01%
72,502
+27,869
1111
$2.04M 0.01%
13,429
-7,798
1112
$2.03M 0.01%
88,134
+36,436
1113
$2.03M 0.01%
62,811
-3,182
1114
$2.02M 0.01%
34,614
+17,358
1115
$2.02M 0.01%
7,654
-2,782
1116
$2.02M 0.01%
45,033
-1,378
1117
$2.01M 0.01%
26,628
-1,798
1118
$2.01M 0.01%
69,353
+25,619
1119
$2M 0.01%
52,219
+695
1120
$2M 0.01%
74,554
+6,377
1121
$2M 0.01%
5,973
+212
1122
$1.99M 0.01%
127,699
+1,479
1123
$1.99M 0.01%
168,581
-7,083
1124
$1.98M 0.01%
28,474
+2,696
1125
$1.98M 0.01%
79,415
+35,763
43 44
45
46 47