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
251
$3.94M 0.07%
110,110
+1,572
252
$3.94M 0.07%
60,423
-1,459
253
$3.93M 0.07%
155,402
-6,936
254
$3.91M 0.07%
315,540
-101,770
255
$3.9M 0.07%
76,688
-1,469
256
$3.83M 0.07%
148,485
+37,835
257
$3.82M 0.07%
71,290
-3,441
258
$3.82M 0.07%
68,954
+12,151
259
$3.81M 0.07%
110,331
+72,256
260
$3.74M 0.07%
66,358
+39,832
261
$3.73M 0.07%
114,765
-42,981
262
$3.73M 0.07%
33,845
+10,959
263
$3.71M 0.07%
64,717
-5,535
264
$3.69M 0.07%
166,586
+632
265
$3.69M 0.07%
30,706
-3,609
266
$3.68M 0.07%
73,925
-748
267
$3.65M 0.07%
33,819
+1,810
268
$3.64M 0.07%
2,484
+148
269
$3.64M 0.07%
51,786
+34,374
270
$3.61M 0.07%
25,728
+3,002
271
$3.56M 0.07%
144,541
+17,191
272
$3.55M 0.07%
102,755
+10,425
273
$3.52M 0.07%
170,288
+2,849
274
$3.5M 0.07%
29,841
275
$3.46M 0.06%
59,765
+1,893
9 10
11
12 13