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
1426
$1.25M 0.01%
17,636
-9,869
1427
$1.25M 0.01%
14,546
+3,559
1428
$1.25M 0.01%
23,766
+15,000
1429
$1.24M 0.01%
29,224
+3,928
1430
$1.24M 0.01%
11,571
-1,713
1431
$1.24M 0.01%
65,339
+2,477
1432
$1.24M 0.01%
66,855
+6,064
1433
$1.24M 0.01%
103,245
+76,670
1434
$1.24M 0.01%
38,097
-3,429
1435
$1.24M 0.01%
16,877
-1,087
1436
$1.23M 0.01%
117,159
+1,480
1437
$1.23M 0.01%
12,885
-3,044
1438
$1.23M 0.01%
20,046
+838
1439
$1.23M 0.01%
5,267
-420
1440
$1.23M 0.01%
20,582
-4,223
1441
$1.23M 0.01%
66,768
-1,246
1442
$1.23M 0.01%
9,534
+868
1443
$1.22M 0.01%
54,836
+5,147
1444
$1.22M 0.01%
20,807
+13,783
1445
$1.22M 0.01%
35,657
+377
1446
$1.22M 0.01%
28,949
-6,466
1447
$1.21M 0.01%
24,562
-24,459
1448
$1.21M 0.01%
+41,100
1449
$1.21M 0.01%
158,373
+576
1450
$1.21M 0.01%
45,893
-1,938
56 57
58
59 60