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
251
$16M 0.08%
569,932
-28,437
252
$16M 0.08%
284,880
+9,794
253
$16M 0.08%
175,493
+1,646
254
$15.9M 0.08%
85,488
-468
255
$15.7M 0.08%
112,784
-30,422
256
$15.7M 0.08%
419,384
+22,222
257
$15.7M 0.08%
381,790
+7,926
258
$15.6M 0.08%
207,638
+111,705
259
$15.6M 0.08%
67,584
+5,166
260
$15.5M 0.08%
244,136
-10,985
261
$15.5M 0.08%
33,823
-1,731
262
$15.5M 0.08%
114,990
+156
263
$15.3M 0.08%
881,220
+59,978
264
$15.3M 0.07%
509,541
+4,800
265
$15.2M 0.07%
400,229
-44,797
266
$15M 0.07%
197,914
-792
267
$14.9M 0.07%
185,227
+31,512
268
$14.9M 0.07%
169,342
+10,328
269
$14.9M 0.07%
269,772
-52,489
270
$14.6M 0.07%
1,171,381
+163,962
271
$14.6M 0.07%
57,411
+181
272
$14.6M 0.07%
155,629
+3,987
273
$14.6M 0.07%
564,310
-132,805
274
$14.5M 0.07%
72,285
-7,360
275
$14.5M 0.07%
369,024
-32,207
9 10
11
12 13