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
3076
$32K ﹤0.01%
10,546
+430
3077
$32K ﹤0.01%
+17,424
3078
$32K ﹤0.01%
+878
3079
$31K ﹤0.01%
10,410
3080
– –
0
3081
$29K ﹤0.01%
4,561
-25
3082
$29K ﹤0.01%
5,007
-68
3083
$27K ﹤0.01%
18,017
+700
3084
$27K ﹤0.01%
16,980
3085
$27K ﹤0.01%
12,000
3086
$27K ﹤0.01%
4,210
-765
3087
$26K ﹤0.01%
15,200
3088
$26K ﹤0.01%
15,166
3089
$26K ﹤0.01%
12,980
3090
$25K ﹤0.01%
13,950
+2,000
3091
$25K ﹤0.01%
19,689
-2,000
3092
$25K ﹤0.01%
+1,583
3093
$24K ﹤0.01%
2,605
-100
3094
$23K ﹤0.01%
97,160
+25,000
3095
$22K ﹤0.01%
+46,011
3096
$22K ﹤0.01%
+2,000
3097
$21K ﹤0.01%
11,231
3098
$21K ﹤0.01%
13,448
+1,700
3099
$21K ﹤0.01%
11,000
-5,579
3100
$20K ﹤0.01%
3
122 123
124
125 126