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
301
$13.2M 0.06%
508,808
-7,864
302
$13.1M 0.06%
234,991
+1,471
303
$13M 0.06%
587,780
-309,168
304
$13M 0.06%
179,005
-55,806
305
$13M 0.06%
335,133
-9,134
306
$12.9M 0.06%
274,190
+2,190
307
$12.8M 0.06%
292,324
-2,347
308
$12.8M 0.06%
252,574
+76,842
309
$12.7M 0.06%
38,887
-1,347
310
$12.5M 0.06%
533,762
-66,630
311
$12.4M 0.06%
101,313
-2,709
312
$12.4M 0.06%
626,752
-213,368
313
$12.3M 0.06%
55,176
-4,068
314
$12.3M 0.06%
261,355
-6,376
315
$12.3M 0.06%
523,501
+68,197
316
$12.3M 0.06%
1,112,493
+92,022
317
$12.3M 0.06%
303,958
+72,144
318
$12.3M 0.06%
321,465
+9,067
319
$12.1M 0.06%
168,460
-12,453
320
$12.1M 0.06%
98,458
-3,182
321
$12.1M 0.06%
91,602
-2,017
322
$12M 0.06%
85,867
+3,413
323
$11.9M 0.06%
80,187
+3,192
324
$11.9M 0.06%
233,241
+121,945
325
$11.9M 0.06%
142,906
-1,016
11 12
13
14 15