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
1526
$1.08M 0.01%
33,991
+13,711
1527
$1.08M 0.01%
10,784
+2,815
1528
$1.07M 0.01%
7,853
-1,568
1529
$1.07M 0.01%
11,316
+1,150
1530
$1.07M 0.01%
96,311
+63,662
1531
$1.06M 0.01%
23,547
-7,766
1532
$1.06M 0.01%
39,354
1533
$1.06M 0.01%
15,063
-2,034
1534
$1.06M 0.01%
18,613
+9,948
1535
$1.06M 0.01%
18,510
+150
1536
$1.06M 0.01%
33,062
-1,265
1537
$1.06M 0.01%
58,450
-1,346
1538
$1.06M 0.01%
40,535
+4,953
1539
$1.06M 0.01%
11,016
+1,576
1540
$1.05M 0.01%
41,280
+18,404
1541
$1.05M 0.01%
20,295
+2,425
1542
$1.05M 0.01%
41,370
+5,450
1543
$1.05M 0.01%
105,855
-2,173
1544
$1.05M 0.01%
26,388
-3,080
1545
$1.05M 0.01%
17,946
-8,795
1546
$1.05M 0.01%
43,953
+2,660
1547
$1.05M 0.01%
22,035
+2,858
1548
$1.04M 0.01%
47,860
-1,303
1549
$1.04M 0.01%
33,220
+21,837
1550
$1.04M 0.01%
18,743
-17,554
60 61
62
63 64