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
2576
$271K ﹤0.01%
386
-49
2577
$271K ﹤0.01%
8,169
+151
2578
$271K ﹤0.01%
6,754
-432
2579
$270K ﹤0.01%
+9,394
2580
$270K ﹤0.01%
60,706
+18,142
2581
$270K ﹤0.01%
+88,203
2582
$269K ﹤0.01%
12,502
+891
2583
$269K ﹤0.01%
27,689
-278
2584
$269K ﹤0.01%
3,106
+170
2585
$267K ﹤0.01%
1,371
+136
2586
$267K ﹤0.01%
6,142
-556
2587
$267K ﹤0.01%
19,718
+841
2588
$267K ﹤0.01%
9,014
2589
$266K ﹤0.01%
+10,926
2590
$266K ﹤0.01%
+4,358
2591
$266K ﹤0.01%
+9,357
2592
$265K ﹤0.01%
4,443
-559
2593
$264K ﹤0.01%
+5,250
2594
$263K ﹤0.01%
+11,537
2595
$263K ﹤0.01%
17,735
-2,460
2596
$263K ﹤0.01%
7,009
+917
2597
$262K ﹤0.01%
2,150
+1
2598
$262K ﹤0.01%
13,733
-1,049
2599
$262K ﹤0.01%
18,526
-495
2600
$262K ﹤0.01%
15,885
+233
102 103
104
105 106