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
1376
$1.34M 0.01%
7,006
-1,230
1377
$1.34M 0.01%
18,566
+4,291
1378
$1.34M 0.01%
28,073
-1,253
1379
$1.33M 0.01%
44,953
+117
1380
$1.33M 0.01%
5,471
-118
1381
$1.33M 0.01%
31,400
+360
1382
$1.33M 0.01%
14,646
+1,574
1383
$1.33M 0.01%
8,554
-274
1384
$1.32M 0.01%
18,807
-2,231
1385
$1.32M 0.01%
6,311
-682
1386
$1.32M 0.01%
16,676
+10
1387
$1.32M 0.01%
17,656
-14,842
1388
$1.32M 0.01%
18,846
+72
1389
$1.32M 0.01%
28,581
-2,773
1390
$1.32M 0.01%
26,145
-14,565
1391
$1.31M 0.01%
37,872
-139,628
1392
$1.31M 0.01%
11,212
-623
1393
$1.3M 0.01%
52,380
+4,710
1394
$1.3M 0.01%
33,964
-1,280
1395
$1.3M 0.01%
100,977
+2,828
1396
$1.3M 0.01%
69,286
+25,132
1397
$1.3M 0.01%
41,823
+1,523
1398
$1.3M 0.01%
38,261
-61,017
1399
$1.3M 0.01%
34,679
-31,615
1400
$1.29M 0.01%
38,035
+43
54 55
56
57 58