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
426
$8.35M 0.04%
81,702
-6,210
427
$8.35M 0.04%
241,348
+41,634
428
$8.29M 0.04%
99,596
-5,090
429
$8.28M 0.04%
+195,543
430
$8.26M 0.04%
164,175
+98
431
$8.22M 0.04%
202,012
+18,467
432
$8.16M 0.04%
135,230
-3,602
433
$8.12M 0.04%
73,831
+1,587
434
$8.11M 0.04%
300,959
+14,322
435
$8.07M 0.04%
175,411
+48,145
436
$8.06M 0.04%
215,911
+43,600
437
$8.05M 0.04%
139,935
+10,478
438
$8.03M 0.04%
249,864
+77,070
439
$7.98M 0.04%
112,855
+14,335
440
$7.93M 0.04%
+366,220
441
$7.89M 0.04%
60,431
-8,307
442
$7.85M 0.04%
321,922
-15,448
443
$7.83M 0.04%
89,915
-8,001
444
$7.83M 0.04%
128,292
+14,678
445
$7.75M 0.04%
61,002
+17,462
446
$7.74M 0.04%
202,322
-67,766
447
$7.7M 0.04%
115,825
-7,534
448
$7.68M 0.04%
45,889
+5,048
449
$7.67M 0.04%
154,653
-84,560
450
$7.65M 0.04%
125,605
-8,180
16 17
18
19 20