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 4.67%
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
226
$19.2M 0.09%
145,916
+48,068
227
$19.2M 0.09%
115,850
+2,132
228
$19.2M 0.09%
358,272
+155,081
229
$19.1M 0.09%
41,379
+17,708
230
$18.9M 0.09%
497,575
-787
231
$18.8M 0.09%
345,458
+20,034
232
$18.5M 0.09%
690,580
-111,012
233
$17.7M 0.09%
190,991
-6,435
234
$17.4M 0.09%
1,012,084
-31,025
235
$17.1M 0.08%
176,231
+14,467
236
$17.1M 0.08%
184,223
+26,377
237
$17.1M 0.08%
399,429
-18,332
238
$17M 0.08%
+735,671
239
$16.9M 0.08%
712,789
+106,162
240
$16.8M 0.08%
306,204
+24,755
241
$16.8M 0.08%
311,193
-29,745
242
$16.5M 0.08%
163,482
+81,499
243
$16.5M 0.08%
143,392
-28,445
244
$16.5M 0.08%
418,561
-161,468
245
$16.4M 0.08%
100,545
+1,919
246
$16.3M 0.08%
463,999
-27,737
247
$16.2M 0.08%
426,398
-44,950
248
$16.2M 0.08%
409,882
-8,997
249
$16.1M 0.08%
200,976
+17,049
250
$16M 0.08%
269,636
+145,513
8 9
10
11 12