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
76
$49.3M 0.24%
1,268,326
+38,144
77
$49.3M 0.24%
595,161
-267,517
78
$48.7M 0.24%
229,902
-2,576
79
$48.4M 0.24%
968,069
-71,260
80
$48.1M 0.24%
196,931
-26,087
81
$48M 0.24%
101,480
+12,073
82
$47.6M 0.23%
170,178
+1,188
83
$46.4M 0.23%
460,830
-256,488
84
$46.2M 0.23%
291,199
+1,844
85
$46M 0.23%
624,075
+375,546
86
$45.9M 0.23%
192,622
-1,881
87
$45.6M 0.22%
499,770
-130,195
88
$44.9M 0.22%
964,961
+348,073
89
$44.1M 0.22%
440,180
+24,717
90
$43M 0.21%
129,179
-27,362
91
$42.6M 0.21%
873,867
+444,288
92
$42.6M 0.21%
558,943
+143,983
93
$42.5M 0.21%
2,208,609
-17,697
94
$41.7M 0.2%
233,729
-15,139
95
$41.3M 0.2%
2,234,484
+15,474
96
$41.1M 0.2%
663,843
-3,691
97
$41M 0.2%
815,894
+144,954
98
$40.8M 0.2%
178,502
-7,995
99
$40.8M 0.2%
1,816,597
+487,885
100
$40.6M 0.2%
190,895
-18,001
2 3
4
5 6