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
2601
$261K ﹤0.01%
16,267
2602
$261K ﹤0.01%
8,077
+1,544
2603
$261K ﹤0.01%
8,037
-1,324
2604
$260K ﹤0.01%
6,076
-3,496
2605
$260K ﹤0.01%
6,922
-1,045
2606
$260K ﹤0.01%
10,109
-910
2607
$260K ﹤0.01%
+7,075
2608
$259K ﹤0.01%
6,388
+160
2609
$259K ﹤0.01%
1,444
+694
2610
$258K ﹤0.01%
11,122
-691
2611
$258K ﹤0.01%
1,064
2612
$257K ﹤0.01%
5,792
+394
2613
$257K ﹤0.01%
4,198
+483
2614
$257K ﹤0.01%
23,438
+3,764
2615
$257K ﹤0.01%
6,594
+62
2616
$257K ﹤0.01%
18,825
-50
2617
$257K ﹤0.01%
1,800
2618
$256K ﹤0.01%
3,919
-23
2619
$256K ﹤0.01%
+45,861
2620
$256K ﹤0.01%
10,042
-3,668
2621
$255K ﹤0.01%
3,697
+208
2622
$255K ﹤0.01%
1,992
+302
2623
$255K ﹤0.01%
+11,885
2624
$254K ﹤0.01%
54,564
-523
2625
$254K ﹤0.01%
2,131
-16
103 104
105
106 107