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
2301
$370K ﹤0.01%
1,519
-268
2302
$370K ﹤0.01%
18,829
-246
2303
$369K ﹤0.01%
8,159
+464
2304
$369K ﹤0.01%
22,642
-8,488
2305
$368K ﹤0.01%
8,815
+2,368
2306
$367K ﹤0.01%
21,007
-1,840
2307
$367K ﹤0.01%
+11,395
2308
$367K ﹤0.01%
3,384
-47
2309
$366K ﹤0.01%
14,097
-2,895
2310
$366K ﹤0.01%
3,816
+191
2311
$365K ﹤0.01%
6,309
+88
2312
$365K ﹤0.01%
12,695
-660
2313
$365K ﹤0.01%
25,302
-2,474
2314
$364K ﹤0.01%
7,193
-788
2315
$364K ﹤0.01%
29,567
+500
2316
$364K ﹤0.01%
29,062
-1,318
2317
$364K ﹤0.01%
6,310
+447
2318
$363K ﹤0.01%
16,680
-3,252
2319
$363K ﹤0.01%
31,427
-2,103
2320
$363K ﹤0.01%
2,000
-16
2321
$362K ﹤0.01%
49,584
+2,175
2322
$362K ﹤0.01%
1,192
+115
2323
$361K ﹤0.01%
16,687
-2,054
2324
$361K ﹤0.01%
20,084
-401
2325
$361K ﹤0.01%
6,276
+503
91 92
93
94 95