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
1551
$1.04M 0.01%
46,136
+1,829
1552
$1.04M 0.01%
+44,955
1553
$1.04M 0.01%
52,039
+9,434
1554
$1.03M 0.01%
11,818
+280
1555
$1.03M 0.01%
93,861
-1,778
1556
$1.03M 0.01%
83,643
-631
1557
$1.03M 0.01%
8,635
-368
1558
$1.03M 0.01%
104,450
-6,069
1559
$1.03M 0.01%
20,347
+6,586
1560
$1.03M 0.01%
11,859
+789
1561
$1.02M 0.01%
62,492
-4,707
1562
$1.02M 0.01%
6,783
-331
1563
$1.02M 0.01%
38,790
-4,213
1564
$1.02M 0.01%
14,626
-7,419
1565
$1.02M 0.01%
46,157
-19,640
1566
$1.02M 0.01%
36,609
-127
1567
$1.01M 0.01%
20,340
-1,182
1568
$1.01M ﹤0.01%
110,936
+6,260
1569
$1.01M ﹤0.01%
16,529
+2,020
1570
$1M ﹤0.01%
8,003
+2,627
1571
$1M ﹤0.01%
36,203
+4,461
1572
$1M ﹤0.01%
144,009
+42,727
1573
$1M ﹤0.01%
15,604
+1,312
1574
$1M ﹤0.01%
31,343
+3,747
1575
$1M ﹤0.01%
46,156
+3,976
61 62
63
64 65