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
101
$40.5M 0.2%
583,821
+99,775
102
$40.5M 0.2%
447,272
-304,147
103
$39.4M 0.19%
634,373
-88,959
104
$38.9M 0.19%
520,305
-23,309
105
$37.7M 0.18%
248,479
-105,993
106
$37.6M 0.18%
747,851
+12,387
107
$37.5M 0.18%
97,207
-6,147
108
$37.3M 0.18%
376,187
-50,169
109
$36.9M 0.18%
515,287
-6,253
110
$36.1M 0.18%
887,725
+244,512
111
$36.1M 0.18%
1,447,012
+195,072
112
$35.8M 0.18%
959,309
+70,186
113
$35.3M 0.17%
674,964
-19,459
114
$35.1M 0.17%
455,337
+3,225
115
$35M 0.17%
374,040
+89,644
116
$34.2M 0.17%
367,380
+177,451
117
$34M 0.17%
502,400
-156,599
118
$33.9M 0.17%
721,426
+680,580
119
$33.5M 0.16%
701,319
+37,031
120
$33.4M 0.16%
178,587
-20,338
121
$32.6M 0.16%
89,779
-8,280
122
$32.5M 0.16%
480,891
-4,815
123
$32.5M 0.16%
967,063
+327,702
124
$32.5M 0.16%
644,571
-41,053
125
$32.4M 0.16%
212,684
-17,766
3 4
5
6 7