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
1276
$1.56M 0.01%
182,146
+27,946
1277
$1.56M 0.01%
36,746
+18,336
1278
$1.56M 0.01%
54,079
-3,137
1279
$1.56M 0.01%
41,938
-1,717
1280
$1.56M 0.01%
57,670
+14,035
1281
$1.56M 0.01%
6,671
+1,695
1282
$1.56M 0.01%
28,023
+146
1283
$1.55M 0.01%
40,549
+2,505
1284
$1.55M 0.01%
280,322
+257,719
1285
$1.55M 0.01%
9,035
+133
1286
$1.55M 0.01%
21,372
+962
1287
$1.55M 0.01%
79,896
-12,040
1288
$1.54M 0.01%
37,515
-5,979
1289
$1.54M 0.01%
43,885
+277
1290
$1.54M 0.01%
68,667
+8,846
1291
$1.54M 0.01%
18,343
-99
1292
$1.54M 0.01%
44,294
-6,301
1293
$1.54M 0.01%
78,238
+15,231
1294
$1.53M 0.01%
13,875
-929
1295
$1.53M 0.01%
18,941
-11,919
1296
$1.53M 0.01%
52,042
-1,345
1297
$1.53M 0.01%
32,461
-25,526
1298
$1.53M 0.01%
30,766
-172
1299
$1.53M 0.01%
4,841
-795
1300
$1.52M 0.01%
12,020
+1,612
50 51
52
53 54