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
351
$10.8M 0.05%
75,635
-2,214
352
$10.7M 0.05%
1,087,375
-103,045
353
$10.7M 0.05%
78,170
+10,619
354
$10.7M 0.05%
133,740
-6,204
355
$10.6M 0.05%
172,905
-3,287
356
$10.6M 0.05%
50,478
+12,963
357
$10.6M 0.05%
485,043
+16,548
358
$10.5M 0.05%
161,946
-9,929
359
$10.5M 0.05%
62,969
-6,814
360
$10.5M 0.05%
339,986
-18,556
361
$10.4M 0.05%
3,933
-67
362
$10.4M 0.05%
322,707
-19,400
363
$10.3M 0.05%
273,806
+19,406
364
$10.3M 0.05%
143,153
+4,127
365
$10.3M 0.05%
270,030
-11,544
366
$10.2M 0.05%
52,539
+8,264
367
$10.2M 0.05%
74,643
+208
368
$10.2M 0.05%
59,664
-2,281
369
$10.2M 0.05%
381,917
-160,827
370
$10.1M 0.05%
124,856
-11,512
371
$10.1M 0.05%
94,138
+20,667
372
$10.1M 0.05%
99,673
-1,961
373
$10.1M 0.05%
140,699
+57,044
374
$10M 0.05%
573,038
-163,941
375
$9.94M 0.05%
54,064
+2,027
13 14
15
16 17