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
326
$11.9M 0.06%
118,710
+14,636
327
$11.8M 0.06%
489,208
+51,584
328
$11.8M 0.06%
226,015
+135,956
329
$11.8M 0.06%
159,803
-1,474
330
$11.8M 0.06%
215,150
-53,275
331
$11.7M 0.06%
81,984
-12,067
332
$11.7M 0.06%
145,456
-1,169
333
$11.7M 0.06%
243,447
-19,588
334
$11.6M 0.06%
185,595
-68,948
335
$11.4M 0.06%
40,063
-3,187
336
$11.4M 0.06%
555,202
+88,045
337
$11.4M 0.06%
162,832
+92,013
338
$11.4M 0.06%
124,759
-531
339
$11.3M 0.06%
538,426
-72,122
340
$11.3M 0.06%
87,141
-8,841
341
$11.2M 0.06%
131,581
+16,327
342
$11.2M 0.05%
975,963
-167,567
343
$11.2M 0.05%
67,848
-2,278
344
$11M 0.05%
75,296
+2,838
345
$11M 0.05%
45,226
-2,440
346
$10.9M 0.05%
48,659
+107
347
$10.9M 0.05%
70,552
-20,418
348
$10.9M 0.05%
388,800
+22,844
349
$10.8M 0.05%
370,503
+176,002
350
$10.8M 0.05%
52,980
+7,272
12 13
14
15 16