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 4.68%
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
2501
$297K ﹤0.01%
7,455
+203
2502
$296K ﹤0.01%
304
+3
2503
$296K ﹤0.01%
5,235
-2,543
2504
$295K ﹤0.01%
24,414
-800
2505
$295K ﹤0.01%
16,938
-2,308
2506
$295K ﹤0.01%
+982
2507
$295K ﹤0.01%
7,484
-370
2508
$294K ﹤0.01%
7,516
-847
2509
$294K ﹤0.01%
+2,956
2510
$294K ﹤0.01%
6,186
-118
2511
$293K ﹤0.01%
1,743
-177
2512
$293K ﹤0.01%
+29,205
2513
$292K ﹤0.01%
986
-65
2514
$292K ﹤0.01%
9,886
-4,919
2515
$292K ﹤0.01%
8,299
+548
2516
$292K ﹤0.01%
5,001
2517
$291K ﹤0.01%
43,164
+26,657
2518
$291K ﹤0.01%
7,487
-2,894
2519
$291K ﹤0.01%
31,166
+5,924
2520
$290K ﹤0.01%
10,451
+472
2521
$289K ﹤0.01%
5,767
-48
2522
$289K ﹤0.01%
10,005
+1,546
2523
$289K ﹤0.01%
6,236
-1,214
2524
$289K ﹤0.01%
12,300
-1,887
2525
$287K ﹤0.01%
+13,418
99 100
101
102 103