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
1301
$1.52M 0.01%
36,239
-192
1302
$1.52M 0.01%
18,875
+2,786
1303
$1.52M 0.01%
29,026
+7,625
1304
$1.52M 0.01%
36,781
+3,515
1305
$1.51M 0.01%
26,329
+654
1306
$1.51M 0.01%
18,598
+13,865
1307
$1.51M 0.01%
57,336
-1,997
1308
$1.5M 0.01%
129,893
+23,246
1309
$1.5M 0.01%
+39,996
1310
$1.5M 0.01%
28,783
-2,581
1311
$1.5M 0.01%
14,884
+184
1312
$1.5M 0.01%
39,885
-1,182
1313
$1.5M 0.01%
59,859
1314
$1.5M 0.01%
24,216
+16,263
1315
$1.5M 0.01%
22,054
-313
1316
$1.49M 0.01%
8,116
+858
1317
$1.49M 0.01%
108,668
-4,301
1318
$1.49M 0.01%
7,893
+9
1319
$1.49M 0.01%
45,993
+13,933
1320
$1.49M 0.01%
26,214
-1,811
1321
$1.49M 0.01%
14,217
+2,880
1322
$1.49M 0.01%
45,795
+5,446
1323
$1.48M 0.01%
45,689
-35,840
1324
$1.48M 0.01%
74,027
-85,562
1325
$1.48M 0.01%
14,510
-7,074
51 52
53
54 55