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
276
$3.46M 0.06%
26,164
+5,665
277
$3.45M 0.06%
180,604
-50,943
278
$3.45M 0.06%
25,916
+100
279
$3.44M 0.06%
369,637
-160,303
280
$3.44M 0.06%
286,830
-44,289
281
$3.42M 0.06%
158,453
-30,579
282
$3.42M 0.06%
32,354
-8,999
283
$3.39M 0.06%
49,247
-847
284
$3.38M 0.06%
82,164
+7,602
285
$3.38M 0.06%
173,806
-16,965
286
$3.35M 0.06%
32,536
+516
287
$3.33M 0.06%
59,752
-11,940
288
$3.33M 0.06%
114,827
-75,591
289
$3.33M 0.06%
220,403
-18,688
290
$3.31M 0.06%
136,231
-7,919
291
$3.29M 0.06%
146,700
+9,977
292
$3.28M 0.06%
221,251
+51,842
293
$3.28M 0.06%
303,400
-223
294
$3.26M 0.06%
95,832
+18,341
295
$3.26M 0.06%
58,797
-733
296
$3.25M 0.06%
98,773
-22,829
297
$3.24M 0.06%
69,769
-26,340
298
$3.2M 0.06%
64,231
-1,577
299
$3.2M 0.06%
25,681
+1,358
300
$3.19M 0.06%
33,040
-2,186
10 11
12
13 14