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
1226
$1.69M 0.01%
26,296
-410
1227
$1.69M 0.01%
12,211
+76
1228
$1.68M 0.01%
301
-116
1229
$1.68M 0.01%
12,689
-1,424
1230
$1.67M 0.01%
95,835
-13,979
1231
$1.67M 0.01%
47,977
-1,295
1232
$1.67M 0.01%
24,598
+8,921
1233
$1.66M 0.01%
100,643
+665
1234
$1.66M 0.01%
46,939
+1,634
1235
$1.66M 0.01%
+26,799
1236
$1.65M 0.01%
51,823
-19,835
1237
$1.65M 0.01%
30,247
+206
1238
$1.65M 0.01%
24,702
+6,211
1239
$1.65M 0.01%
16,499
+11
1240
$1.64M 0.01%
40,687
+983
1241
$1.64M 0.01%
3,730
-19
1242
$1.64M 0.01%
30,894
-12,095
1243
$1.64M 0.01%
34,859
+367
1244
$1.64M 0.01%
104,406
-2,103
1245
$1.64M 0.01%
13,128
-2,430
1246
$1.64M 0.01%
21,524
-232
1247
$1.64M 0.01%
49,429
-18,643
1248
$1.63M 0.01%
125,059
-5,775
1249
$1.63M 0.01%
67,720
+15,827
1250
$1.63M 0.01%
59,443
+7,175
48 49
50
51 52