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
201
$21.6M 0.11%
37,536
-951
202
$21.6M 0.11%
625,010
-25,580
203
$21.6M 0.11%
427,933
-82,689
204
$21.4M 0.1%
474,316
+174,386
205
$21.3M 0.1%
924,912
+527,021
206
$21.2M 0.1%
831,163
-77,887
207
$21M 0.1%
102,772
+2,315
208
$21M 0.1%
671,605
+8,588
209
$21M 0.1%
142,255
+44,282
210
$20.8M 0.1%
281,634
+11,955
211
$20.5M 0.1%
305,631
-25,333
212
$20.4M 0.1%
206,147
+16,863
213
$20.4M 0.1%
453,198
+60,144
214
$20.4M 0.1%
1,278,946
-234,100
215
$20.3M 0.1%
204,954
+7,938
216
$20.3M 0.1%
364,421
-17,333
217
$20.2M 0.1%
861,455
-76,630
218
$20M 0.1%
215,750
-8,458
219
$19.8M 0.1%
520,936
+147,285
220
$19.8M 0.1%
327,034
-122,942
221
$19.7M 0.1%
603,079
-16,880
222
$19.7M 0.1%
4,432,176
+1,105,321
223
$19.5M 0.1%
56,696
+223
224
$19.4M 0.1%
208,614
+65,944
225
$19.2M 0.09%
218,488
+35,572
7 8
9
10 11