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
1351
$1.4M 0.01%
30,968
-5,978
1352
$1.4M 0.01%
40,815
-11,232
1353
$1.4M 0.01%
133,105
-3,164
1354
$1.4M 0.01%
27,897
-1,171
1355
$1.4M 0.01%
45,184
-31,229
1356
$1.39M 0.01%
23,911
+17,007
1357
$1.38M 0.01%
127,782
-10,218
1358
$1.38M 0.01%
26,489
+1,007
1359
$1.37M 0.01%
10,310
-915
1360
$1.37M 0.01%
46,712
+220
1361
$1.37M 0.01%
+66,207
1362
$1.37M 0.01%
41,519
-1,525
1363
$1.37M 0.01%
225,608
+1,787
1364
$1.37M 0.01%
6,103
+4,291
1365
$1.36M 0.01%
9,658
+636
1366
$1.36M 0.01%
26,402
-478
1367
$1.36M 0.01%
33,451
+2,268
1368
$1.36M 0.01%
28,569
-1,641
1369
$1.36M 0.01%
49,412
+527
1370
$1.35M 0.01%
213,720
-240
1371
$1.35M 0.01%
75,221
+2,513
1372
$1.35M 0.01%
104,018
+1,821
1373
$1.34M 0.01%
53,477
+35,046
1374
$1.34M 0.01%
14,353
-23,367
1375
$1.34M 0.01%
49,514
+12,953
53 54
55
56 57