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
1501
$1.12M 0.01%
21,815
+11,980
1502
$1.11M 0.01%
98,411
+19
1503
$1.11M 0.01%
26,871
-1,661
1504
$1.11M 0.01%
9,892
+3,073
1505
$1.11M 0.01%
105,760
+2,488
1506
$1.11M 0.01%
10,186
+2,234
1507
$1.11M 0.01%
39,883
+3,965
1508
$1.11M 0.01%
93,654
+5,106
1509
$1.11M 0.01%
14,581
-864
1510
$1.11M 0.01%
16,012
-197
1511
$1.11M 0.01%
+8,829
1512
$1.1M 0.01%
12,366
+3,650
1513
$1.1M 0.01%
81,141
+16,499
1514
$1.1M 0.01%
7,772
-296
1515
$1.1M 0.01%
138,370
-7,094
1516
$1.1M 0.01%
18,980
-3,500
1517
$1.1M 0.01%
25,385
-1,057
1518
$1.1M 0.01%
35,719
+2,432
1519
$1.1M 0.01%
15,713
+907
1520
$1.09M 0.01%
37,920
+8,609
1521
$1.09M 0.01%
27,395
-4,567
1522
$1.09M 0.01%
3,145
-2,717
1523
$1.09M 0.01%
9,176
+2,519
1524
$1.08M 0.01%
+41,116
1525
$1.08M 0.01%
11,300
+8,302
59 60
61
62 63