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
26
$105M 0.51%
1,921,017
+225,612
27
$105M 0.51%
505,529
+42,993
28
$104M 0.51%
2,162,080
+289,192
29
$104M 0.51%
1,043,338
+103,140
30
$99.4M 0.49%
542,536
+9,990
31
$98.5M 0.48%
1,199,261
-60,197
32
$97.5M 0.48%
939,575
-38,381
33
$96.6M 0.47%
1,324,287
-132,196
34
$94.4M 0.46%
378,470
-16,866
35
$92M 0.45%
872,019
-203,280
36
$86.5M 0.42%
582,036
-55,436
37
$86.1M 0.42%
555,503
+32,154
38
$85.8M 0.42%
825,275
-58,717
39
$84.1M 0.41%
645,170
-4,145
40
$82.7M 0.41%
519,095
-26,828
41
$81M 0.4%
1,804,404
-330,292
42
$80.7M 0.4%
575,301
-28,527
43
$75.6M 0.37%
335,404
-5,225
44
$73.3M 0.36%
485,165
+12,169
45
$72.4M 0.35%
943,105
+17,015
46
$70.4M 0.35%
371,382
-5,461
47
$69.1M 0.34%
1,033,641
+12,824
48
$69M 0.34%
713,200
+25,032
49
$68.8M 0.34%
421,973
-18,126
50
$68.8M 0.34%
1,359,408
+277,557
1
2
3 4 5