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
1126
$1.98M 0.01%
53,760
-63,936
1127
$1.98M 0.01%
37,552
-976
1128
$1.98M 0.01%
46,318
-505
1129
$1.98M 0.01%
49,498
-32,045
1130
$1.97M 0.01%
36,867
-120
1131
$1.97M 0.01%
+10,610
1132
$1.96M 0.01%
73,712
+1,401
1133
$1.96M 0.01%
78,511
+43,102
1134
$1.96M 0.01%
152,379
-10,671
1135
$1.96M 0.01%
56,875
+266
1136
$1.96M 0.01%
39,605
-15,025
1137
$1.96M 0.01%
53,425
-6,565
1138
$1.96M 0.01%
18,748
-231
1139
$1.95M 0.01%
35,818
+5,372
1140
$1.95M 0.01%
132,972
+10,134
1141
$1.95M 0.01%
67,541
+5,302
1142
$1.95M 0.01%
193,022
+10,625
1143
$1.95M 0.01%
128,536
+5,135
1144
$1.94M 0.01%
55,975
+7,569
1145
$1.94M 0.01%
91,616
-8,067
1146
$1.93M 0.01%
131,091
-11,843
1147
$1.93M 0.01%
65,221
+51,895
1148
$1.93M 0.01%
19,862
-6,155
1149
$1.93M 0.01%
29,066
-11,613
1150
$1.92M 0.01%
60,829
-10,473
44 45
46
47 48