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
176
$24.2M 0.12%
121,319
-17,928
177
$24.2M 0.12%
505,545
-4,883
178
$24.1M 0.12%
254,414
+84,445
179
$24M 0.12%
58,011
-126
180
$23.9M 0.12%
235,042
-16,232
181
$23.8M 0.12%
236,900
+193,468
182
$23.8M 0.12%
496,962
+64,223
183
$23.7M 0.12%
357,405
+123,867
184
$23.4M 0.12%
490,326
-126,106
185
$23.4M 0.11%
1,859,425
-183,797
186
$23.4M 0.11%
580,032
-98,417
187
$23.4M 0.11%
307,949
+4,025
188
$23.1M 0.11%
1,419,904
-151,132
189
$23.1M 0.11%
172,451
-11,190
190
$23.1M 0.11%
1,492,580
+848,053
191
$23M 0.11%
118,719
+1,757
192
$22.9M 0.11%
284,437
+218,362
193
$22.8M 0.11%
207,614
+30,298
194
$22.4M 0.11%
633,959
+94,839
195
$22.4M 0.11%
294,994
-8,126
196
$22.2M 0.11%
651,549
-25,184
197
$22.2M 0.11%
267,247
-8,617
198
$22M 0.11%
679,308
+119,699
199
$22M 0.11%
673,626
-69,983
200
$21.8M 0.11%
76,343
+209
6 7
8
9 10