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
151
$27.6M 0.14%
435,268
-22,642
152
$27.5M 0.13%
215,649
-24,323
153
$27.5M 0.13%
258,304
+41,989
154
$27.3M 0.13%
126,122
+8,732
155
$27.1M 0.13%
421,660
-11,870
156
$27M 0.13%
205,821
-3,726
157
$26.7M 0.13%
304,223
+11,293
158
$26.7M 0.13%
1,140,396
-100,437
159
$26.6M 0.13%
1,190,342
-69,624
160
$26.6M 0.13%
68,994
+7,379
161
$26.6M 0.13%
109,938
+15,936
162
$26.4M 0.13%
476,067
+37,677
163
$26.2M 0.13%
767,905
+107,799
164
$26.2M 0.13%
267,050
+12,367
165
$26M 0.13%
256,303
-14,848
166
$25.8M 0.13%
267,821
+3,575
167
$25.7M 0.13%
276,935
+54,864
168
$25.5M 0.12%
244,622
-42,974
169
$25.4M 0.12%
570,136
+31,237
170
$25.3M 0.12%
1,383,507
-469,539
171
$25.3M 0.12%
340,451
+11,973
172
$25.3M 0.12%
132,202
-5,313
173
$24.8M 0.12%
795,062
+244,172
174
$24.4M 0.12%
226,778
+2,742
175
$24.3M 0.12%
479,347
+70,813
5 6
7
8 9