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
1476
$1.16M 0.01%
133,175
-307
1477
$1.16M 0.01%
35,518
-1,547
1478
$1.16M 0.01%
41,115
-10,265
1479
$1.16M 0.01%
26,734
-12,976
1480
$1.15M 0.01%
23,178
+5,340
1481
$1.15M 0.01%
64,326
-290
1482
$1.15M 0.01%
13,268
-6,422
1483
$1.15M 0.01%
17,659
+1,896
1484
$1.15M 0.01%
117,058
-14,822
1485
$1.15M 0.01%
49,906
+12,537
1486
$1.15M 0.01%
22,800
+614
1487
$1.14M 0.01%
8,513
-417
1488
$1.14M 0.01%
16,153
-2,965
1489
$1.14M 0.01%
106,008
-29,841
1490
$1.14M 0.01%
3,583
+222
1491
$1.14M 0.01%
+24,493
1492
$1.14M 0.01%
41,718
+12,895
1493
$1.14M 0.01%
58,303
+4,077
1494
$1.13M 0.01%
45,405
-5,443
1495
$1.13M 0.01%
38,264
+14,650
1496
$1.13M 0.01%
38,790
+3,150
1497
$1.13M 0.01%
3,535
-723
1498
$1.13M 0.01%
22,310
-20,358
1499
$1.13M 0.01%
60,010
+112
1500
$1.12M 0.01%
12,600
+4,164
58 59
60
61 62