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
1201
$1.77M 0.01%
150,769
-117,024
1202
$1.76M 0.01%
31,531
+8,803
1203
$1.76M 0.01%
9,157
-143
1204
$1.76M 0.01%
51,975
-3,069
1205
$1.76M 0.01%
44,383
+4,520
1206
$1.75M 0.01%
125,656
-11,749
1207
$1.75M 0.01%
44,737
-1,541
1208
$1.75M 0.01%
33,550
-895
1209
$1.75M 0.01%
3,911
+36
1210
$1.75M 0.01%
92,643
-11,118
1211
$1.75M 0.01%
34,876
+16,333
1212
$1.74M 0.01%
72,099
-37,982
1213
$1.73M 0.01%
53,967
+9,861
1214
$1.72M 0.01%
48,270
-62,805
1215
$1.72M 0.01%
61,785
+57,863
1216
$1.71M 0.01%
86,308
-4,241
1217
$1.71M 0.01%
68,736
+46,465
1218
$1.71M 0.01%
19,435
+2,936
1219
$1.71M 0.01%
16,338
+106
1220
$1.71M 0.01%
26,989
-1,835
1221
$1.71M 0.01%
48,216
-916
1222
$1.71M 0.01%
43,910
-1,027
1223
$1.7M 0.01%
96,289
+2,551
1224
$1.7M 0.01%
79,625
+1,945
1225
$1.69M 0.01%
35,476
+450
47 48
49
50 51