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
2001
$567K ﹤0.01%
22,731
-15,362
2002
$565K ﹤0.01%
68,890
-2,127
2003
$565K ﹤0.01%
4,307
+125
2004
$562K ﹤0.01%
53,586
2005
$561K ﹤0.01%
46,567
+2,942
2006
$561K ﹤0.01%
13,286
-647
2007
$561K ﹤0.01%
24,338
-129
2008
$561K ﹤0.01%
64,047
-815
2009
$560K ﹤0.01%
9,045
-634
2010
$558K ﹤0.01%
67,646
+13,169
2011
$558K ﹤0.01%
55,581
-878
2012
$557K ﹤0.01%
16,219
+12
2013
$556K ﹤0.01%
10,620
-1,306
2014
$556K ﹤0.01%
46,305
-3,789
2015
$555K ﹤0.01%
18,567
+7,989
2016
$555K ﹤0.01%
16,375
+9,077
2017
$554K ﹤0.01%
8,959
+1,735
2018
$554K ﹤0.01%
11,558
2019
$553K ﹤0.01%
6,057
-982
2020
$553K ﹤0.01%
25,560
+192
2021
$552K ﹤0.01%
15,313
-65
2022
$552K ﹤0.01%
58,131
+38,296
2023
$551K ﹤0.01%
36,606
+1,526
2024
$548K ﹤0.01%
6,502
-2,021
2025
$546K ﹤0.01%
54,201
+378
79 80
81
82 83