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
1151
$1.92M 0.01%
75,206
+16,078
1152
$1.92M 0.01%
38,038
-13,648
1153
$1.91M 0.01%
26,624
+5,093
1154
$1.91M 0.01%
67,115
+45,186
1155
$1.91M 0.01%
29,406
+16,271
1156
$1.91M 0.01%
85,941
+52,768
1157
$1.9M 0.01%
189,982
-5,589
1158
$1.89M 0.01%
75,131
-156,283
1159
$1.89M 0.01%
27,997
+252
1160
$1.88M 0.01%
+49,410
1161
$1.88M 0.01%
20,239
+444
1162
$1.88M 0.01%
79,539
+48,147
1163
$1.88M 0.01%
70,456
+22,563
1164
$1.87M 0.01%
9,473
-1,203
1165
$1.86M 0.01%
46,445
+3,462
1166
$1.86M 0.01%
37,043
-2,224
1167
$1.86M 0.01%
22,346
+8,389
1168
$1.86M 0.01%
125,921
+22,709
1169
$1.85M 0.01%
14,269
+416
1170
$1.85M 0.01%
52,532
+9,017
1171
$1.85M 0.01%
+57,345
1172
$1.85M 0.01%
87,745
+2,449
1173
$1.85M 0.01%
25,029
-5,253
1174
$1.84M 0.01%
57,499
-8,537
1175
$1.84M 0.01%
71,198
+12,352
45 46
47
48 49