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
376
$9.88M 0.05%
46,603
-1,117
377
$9.87M 0.05%
130,661
+2,898
378
$9.76M 0.05%
125,275
-40,725
379
$9.73M 0.05%
332,712
-7,778
380
$9.65M 0.05%
338,168
+312,339
381
$9.6M 0.05%
85,658
-2,264
382
$9.6M 0.05%
281,466
+17,779
383
$9.59M 0.05%
234,376
-25,347
384
$9.59M 0.05%
64,828
-577
385
$9.55M 0.05%
48,440
-4,109
386
$9.55M 0.05%
42,094
+229
387
$9.51M 0.05%
527,772
+63,157
388
$9.51M 0.05%
192,798
-48,917
389
$9.49M 0.05%
48,883
-3,357
390
$9.49M 0.05%
42,628
-1,016
391
$9.47M 0.05%
75,931
-1,286
392
$9.46M 0.05%
227,034
-141,608
393
$9.44M 0.05%
465,314
+139,270
394
$9.42M 0.05%
113,876
+884
395
$9.35M 0.05%
119,346
-3,408
396
$9.35M 0.05%
81,813
-6,550
397
$9.34M 0.05%
249,810
-27,399
398
$9.3M 0.05%
208,965
+44,372
399
$9.22M 0.05%
32,107
-518
400
$9.13M 0.04%
397,225
-132,031
14 15
16
17 18