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
1326
$1.47M 0.01%
33,384
-622
1327
$1.47M 0.01%
44,980
-1,709
1328
$1.47M 0.01%
28,694
+430
1329
$1.47M 0.01%
53,883
+3,778
1330
$1.46M 0.01%
13,406
-1,251
1331
$1.46M 0.01%
94,466
+10,110
1332
$1.45M 0.01%
45,386
-16,698
1333
$1.45M 0.01%
46,005
-281
1334
$1.45M 0.01%
+102,438
1335
$1.44M 0.01%
+65,171
1336
$1.44M 0.01%
42,545
-2,318
1337
$1.44M 0.01%
49,262
-6,363
1338
$1.43M 0.01%
65,856
+4,441
1339
$1.43M 0.01%
63,707
+4,422
1340
$1.43M 0.01%
21,067
-420
1341
$1.43M 0.01%
12,118
-1,516
1342
$1.43M 0.01%
148,237
+2,884
1343
$1.42M 0.01%
46,148
+3,901
1344
$1.42M 0.01%
29,382
+12,317
1345
$1.42M 0.01%
4,300
-604
1346
$1.42M 0.01%
55,473
+3,825
1347
$1.41M 0.01%
70,083
-46,978
1348
$1.41M 0.01%
12,534
+2,889
1349
$1.4M 0.01%
52,864
-1,179
1350
$1.4M 0.01%
47,239
-14,186
52 53
54
55 56