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
401
$9.13M 0.04%
201,703
-91,518
402
$9.07M 0.04%
392,706
+136,959
403
$9M 0.04%
107,027
-23,876
404
$8.93M 0.04%
118,174
-21,204
405
$8.91M 0.04%
1,068,532
-130
406
$8.91M 0.04%
224,099
-3,290
407
$8.9M 0.04%
96,611
+4,938
408
$8.8M 0.04%
250,137
+23,539
409
$8.8M 0.04%
258,210
+28,220
410
$8.71M 0.04%
174,122
-8,531
411
$8.69M 0.04%
383,165
+303,039
412
$8.65M 0.04%
1,023,906
+104,149
413
$8.61M 0.04%
99,776
+24,312
414
$8.61M 0.04%
85,938
+69,563
415
$8.58M 0.04%
55,871
+14,560
416
$8.58M 0.04%
74,818
+6,066
417
$8.56M 0.04%
159,015
+68,441
418
$8.54M 0.04%
72,550
+8,386
419
$8.54M 0.04%
411,321
-16,859
420
$8.5M 0.04%
88,814
-2,544
421
$8.49M 0.04%
66,817
+3,566
422
$8.41M 0.04%
532,916
+242,405
423
$8.4M 0.04%
125,545
-19,167
424
$8.39M 0.04%
105,426
-1,888
425
$8.38M 0.04%
120,268
-14,808
15 16
17
18 19