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
2026
$545K ﹤0.01%
71,026
-3,217
2027
$542K ﹤0.01%
6,540
+33
2028
$539K ﹤0.01%
8,439
+550
2029
$538K ﹤0.01%
61,668
+146
2030
$538K ﹤0.01%
2,925
+267
2031
$537K ﹤0.01%
7,481
+132
2032
$537K ﹤0.01%
96,325
+72,154
2033
$536K ﹤0.01%
13,514
-195
2034
$536K ﹤0.01%
53,926
+4,725
2035
$536K ﹤0.01%
30,539
-109
2036
$534K ﹤0.01%
92,989
-6,577
2037
$534K ﹤0.01%
43,841
-10,558
2038
$531K ﹤0.01%
15,518
-1,373
2039
$530K ﹤0.01%
20,597
-362
2040
$529K ﹤0.01%
8,861
-4,323
2041
$528K ﹤0.01%
13,393
-2,490
2042
$528K ﹤0.01%
66,406
-3,193
2043
$528K ﹤0.01%
6,136
-149
2044
$528K ﹤0.01%
18,771
+140
2045
$525K ﹤0.01%
5,307
+267
2046
$525K ﹤0.01%
32,074
-1,402
2047
$524K ﹤0.01%
25,957
-12,804
2048
$524K ﹤0.01%
28,055
+6,245
2049
$524K ﹤0.01%
9,033
-4,406
2050
$523K ﹤0.01%
7,230
+203
80 81
82
83 84