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
1976
$588K ﹤0.01%
15,426
+403
1977
$586K ﹤0.01%
35,999
+6,478
1978
$586K ﹤0.01%
26,298
+3,266
1979
$585K ﹤0.01%
18,836
-2,148
1980
$585K ﹤0.01%
12,978
+2,854
1981
$585K ﹤0.01%
9,603
-7,761
1982
$584K ﹤0.01%
17,930
+1,180
1983
$584K ﹤0.01%
+13,914
1984
$584K ﹤0.01%
52,746
+3,675
1985
$583K ﹤0.01%
13,657
+441
1986
$582K ﹤0.01%
29,844
-7,754
1987
$579K ﹤0.01%
1,587
-226
1988
$577K ﹤0.01%
14,659
+4,504
1989
$576K ﹤0.01%
5,885
-264
1990
$576K ﹤0.01%
115,102
-24,848
1991
$575K ﹤0.01%
109,237
-64,647
1992
$575K ﹤0.01%
+54,000
1993
$574K ﹤0.01%
63,385
+2,360
1994
$572K ﹤0.01%
20,111
-7,383
1995
$571K ﹤0.01%
5,409
-1,786
1996
$569K ﹤0.01%
57,979
+740
1997
$568K ﹤0.01%
18,733
+960
1998
$568K ﹤0.01%
13,521
+2,300
1999
$568K ﹤0.01%
18,819
+853
2000
$567K ﹤0.01%
24,751
-5,289
78 79
80
81 82