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
126
$32M 0.16%
1,120,196
+93,640
127
$32M 0.16%
650,641
-1,394
128
$31.9M 0.16%
325,304
-48,155
129
$31.7M 0.16%
512,941
-5,370
130
$31.6M 0.15%
505,795
-77,160
131
$31.5M 0.15%
268,776
+15,283
132
$31.4M 0.15%
139,563
-10,798
133
$31.1M 0.15%
343,964
-45,814
134
$31M 0.15%
624,260
-16,743
135
$30.7M 0.15%
956,688
+78,017
136
$30.7M 0.15%
492,022
+49,808
137
$30.6M 0.15%
344,204
+205,197
138
$30.5M 0.15%
157,442
+4,030
139
$30.4M 0.15%
625,471
-138,058
140
$30.3M 0.15%
218,013
-54,456
141
$30.3M 0.15%
942,054
-103,179
142
$30.2M 0.15%
993,295
+16,456
143
$29.7M 0.15%
269,085
-64,849
144
$28.5M 0.14%
142,437
-1,834
145
$28.2M 0.14%
402,670
-1,860
146
$28M 0.14%
534,358
-21,073
147
$27.9M 0.14%
465,240
-50,004
148
$27.8M 0.14%
243,094
+146,358
149
$27.8M 0.14%
399,317
-76,139
150
$27.7M 0.14%
273,743
-2,982
4 5
6
7 8