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
276
$14.5M 0.07%
169,712
-72,196
277
$14.5M 0.07%
193,414
+16,036
278
$14.5M 0.07%
685,814
+67,845
279
$14.4M 0.07%
31
280
$14.4M 0.07%
285,506
+9,761
281
$14.4M 0.07%
897,197
-157,966
282
$14.2M 0.07%
259,777
-3,245
283
$14.1M 0.07%
619,605
+116,848
284
$14.1M 0.07%
164,310
+51,598
285
$14M 0.07%
39,212
+2,951
286
$13.9M 0.07%
60,983
+3,616
287
$13.8M 0.07%
756,412
+36,260
288
$13.8M 0.07%
130,043
-2,703
289
$13.8M 0.07%
265,902
+11,438
290
$13.8M 0.07%
862,389
-227,448
291
$13.6M 0.07%
178,779
-26,488
292
$13.6M 0.07%
131,968
-45,941
293
$13.5M 0.07%
20,232
-1,752
294
$13.5M 0.07%
118,807
+1,457
295
$13.5M 0.07%
319,698
+32,721
296
$13.5M 0.07%
144,900
+8,712
297
$13.5M 0.07%
58,920
-4,762
298
$13.4M 0.07%
99,674
+346
299
$13.4M 0.07%
341,914
+78,118
300
$13.2M 0.06%
584,229
+3,234
10 11
12
13 14