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
1176
$1.84M 0.01%
25,804
-226
1177
$1.83M 0.01%
8,137
+255
1178
$1.83M 0.01%
37,660
-2,129
1179
$1.82M 0.01%
80,672
+2,538
1180
$1.82M 0.01%
163,818
-14,897
1181
$1.82M 0.01%
26,187
-183
1182
$1.82M 0.01%
83,548
+304
1183
$1.82M 0.01%
152,508
-49,068
1184
$1.81M 0.01%
78,289
+45,115
1185
$1.81M 0.01%
30,052
+394
1186
$1.81M 0.01%
22,406
+5,756
1187
$1.81M 0.01%
49,331
-12,221
1188
$1.8M 0.01%
27,000
-4,493
1189
$1.8M 0.01%
34,872
+7,082
1190
$1.8M 0.01%
54,878
+892
1191
$1.8M 0.01%
58,438
-531
1192
$1.78M 0.01%
66,025
-105,515
1193
$1.78M 0.01%
32,832
+3,798
1194
$1.78M 0.01%
32,534
-1,303
1195
$1.78M 0.01%
59,405
+35,948
1196
$1.78M 0.01%
55,716
+9,078
1197
$1.77M 0.01%
160,481
+8,535
1198
$1.77M 0.01%
92,758
+2,657
1199
$1.77M 0.01%
8,499
+832
1200
$1.77M 0.01%
4,981
+261
46 47
48
49 50