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
1251
$1.63M 0.01%
12,606
-1,001
1252
$1.63M 0.01%
21,150
-202
1253
$1.62M 0.01%
8,704
-3,089
1254
$1.62M 0.01%
11,057
-1,798
1255
$1.62M 0.01%
9,722
+754
1256
$1.61M 0.01%
72,765
+83
1257
$1.6M 0.01%
6,252
-1,286
1258
$1.6M 0.01%
6,620
-5,940
1259
$1.6M 0.01%
12,003
-39,156
1260
$1.6M 0.01%
16,992
+4,696
1261
$1.6M 0.01%
21,991
+693
1262
$1.6M 0.01%
45,149
-4,420
1263
$1.59M 0.01%
31,937
+16,983
1264
$1.59M 0.01%
26,738
+11,046
1265
$1.59M 0.01%
21,591
+698
1266
$1.59M 0.01%
14,991
+979
1267
$1.59M 0.01%
45,745
+4,842
1268
$1.58M 0.01%
88,643
+58,849
1269
$1.58M 0.01%
63,704
-152,886
1270
$1.58M 0.01%
159,867
+26,450
1271
$1.58M 0.01%
68,889
+1,463
1272
$1.57M 0.01%
4,599
+72
1273
$1.57M 0.01%
81,366
-7,408
1274
$1.57M 0.01%
71,577
+5,112
1275
$1.57M 0.01%
47,905
-30,926
49 50
51
52 53