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
51
$68.2M 0.33%
687,193
+46,440
52
$65.7M 0.32%
1,626,065
+15,901
53
$64.1M 0.31%
1,281,325
-592,245
54
$62.5M 0.31%
211,874
-15,911
55
$61M 0.3%
1,241,736
+49,311
56
$60.5M 0.3%
1,033,732
-431,112
57
$60.4M 0.3%
286,180
+21,438
58
$59.6M 0.29%
126,119
-9,819
59
$59.2M 0.29%
477,304
+221,063
60
$59M 0.29%
1,266,671
+14,943
61
$55.7M 0.27%
450,213
-56,385
62
$55.4M 0.27%
501,620
-404,800
63
$55.2M 0.27%
863,449
+121,307
64
$54.1M 0.27%
108,952
-783
65
$53.9M 0.26%
1,321,886
-42,836
66
$53M 0.26%
2,080,865
+60,415
67
$52.5M 0.26%
152,824
+8,149
68
$51.8M 0.25%
283,922
-26,871
69
$51.6M 0.25%
673,259
+29,405
70
$50.9M 0.25%
478,881
+314
71
$50.9M 0.25%
351,732
-2,982
72
$50.5M 0.25%
1,095,129
+231,233
73
$50.5M 0.25%
3,134,229
+37,101
74
$50.5M 0.25%
390,090
+4,610
75
$49.5M 0.24%
1,394,835
+172,208
1 2
3
4 5