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
1451
$1.21M 0.01%
23,373
-1,687
1452
$1.21M 0.01%
6,735
-1,994
1453
$1.21M 0.01%
15,165
-2,223
1454
$1.2M 0.01%
8,965
-129
1455
$1.2M 0.01%
41,352
+415
1456
$1.2M 0.01%
9,898
-680
1457
$1.2M 0.01%
+47,754
1458
$1.2M 0.01%
6,156
-235
1459
$1.2M 0.01%
28,330
-1,110
1460
$1.2M 0.01%
82,151
+914
1461
$1.2M 0.01%
53,333
+33,457
1462
$1.19M 0.01%
+49,568
1463
$1.19M 0.01%
95,234
+19,839
1464
$1.19M 0.01%
51,898
-4,291
1465
$1.19M 0.01%
11,707
-328
1466
$1.18M 0.01%
21,879
+8,417
1467
$1.18M 0.01%
41,957
+5,649
1468
$1.18M 0.01%
12,239
-1,330
1469
$1.18M 0.01%
29,961
-426
1470
$1.18M 0.01%
13,368
+53
1471
$1.18M 0.01%
10,467
-981
1472
$1.18M 0.01%
7,794
-465
1473
$1.17M 0.01%
20,570
+1,200
1474
$1.17M 0.01%
25,842
-861
1475
$1.16M 0.01%
5,616
-2
57 58
59
60 61