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
$5.34B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,883
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$21.9M
3
+$17.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$14.4M

Top Sells

1
+$96.5M
2
+$35.2M
3
+$30.9M
4
AMZN icon
Amazon
AMZN
+$19M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$19M

Sector Composition

1 Industrials 4.42%
2 Consumer Staples 3.83%
3 Healthcare 3.8%
4 Financials 3.59%
5 Communication Services 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.43M 0.08%
163,958
-3,017
227
$4.43M 0.08%
60,955
+44,605
228
$4.42M 0.08%
62,343
-2,823
229
$4.39M 0.08%
89,692
+83,586
230
$4.38M 0.08%
30,866
+1,107
231
$4.35M 0.08%
98,039
-870
232
$4.34M 0.08%
73,160
+36,478
233
$4.3M 0.08%
65,642
+630
234
$4.29M 0.08%
46,146
+201
235
$4.28M 0.08%
143,408
+8,648
236
$4.27M 0.08%
27,747
-533
237
$4.26M 0.08%
112,900
+106,504
238
$4.25M 0.08%
93,046
+50,078
239
$4.24M 0.08%
52,123
+5,618
240
$4.21M 0.08%
36,367
+98
241
$4.13M 0.08%
57,915
-475
242
$4.1M 0.08%
38,595
-1,131
243
$4.09M 0.08%
85,026
-10,857
244
$4.06M 0.08%
101,708
-23,872
245
$4.04M 0.08%
103,231
-45,849
246
$4.02M 0.08%
159,685
+48,895
247
$4M 0.07%
49,714
-5,660
248
$3.99M 0.07%
1,495,000
-45,600
249
$3.96M 0.07%
474,671
-68
250
$3.95M 0.07%
21,228
+3,283
8 9
10
11 12