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
1401
$1.29M 0.01%
23,829
-1,711
1402
$1.29M 0.01%
27,012
+18,420
1403
$1.29M 0.01%
9,838
-119
1404
$1.28M 0.01%
40,613
-2,805
1405
$1.28M 0.01%
37,462
-6,323
1406
$1.28M 0.01%
72,709
+474
1407
$1.28M 0.01%
22,295
+9,751
1408
$1.28M 0.01%
20,688
-4,519
1409
$1.27M 0.01%
10,588
-782
1410
$1.27M 0.01%
51,803
+19
1411
$1.27M 0.01%
20,985
-868
1412
$1.26M 0.01%
8,154
-122
1413
$1.26M 0.01%
14,646
-3,061
1414
$1.26M 0.01%
15,694
-307
1415
$1.26M 0.01%
52,599
-3,650
1416
$1.26M 0.01%
235,666
+12,240
1417
$1.26M 0.01%
4,121
-191
1418
$1.26M 0.01%
27,100
+1,603
1419
$1.26M 0.01%
+15,257
1420
$1.25M 0.01%
+40,452
1421
$1.25M 0.01%
44,605
-15,121
1422
$1.25M 0.01%
36,408
-932
1423
$1.25M 0.01%
9,636
+604
1424
$1.25M 0.01%
31,725
-4,325
1425
$1.25M 0.01%
7,303
+165
55 56
57
58 59