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
301
$3.18M 0.06%
110,262
+27,568
302
$3.17M 0.06%
43,395
+174
303
$3.16M 0.06%
106,179
-2,273
304
$3.15M 0.06%
140,818
+17,529
305
$3.14M 0.06%
66,550
+38,675
306
$3.11M 0.06%
57,530
+11,210
307
$3.08M 0.06%
145,459
+46,079
308
$3.06M 0.06%
26,095
+3,557
309
$3.05M 0.06%
54,874
+35,239
310
$3.02M 0.06%
103,922
+51,616
311
$3.02M 0.06%
295,113
+19,795
312
$3.02M 0.06%
178,158
+90,301
313
$3.01M 0.06%
115,809
+34,280
314
$2.99M 0.06%
110,502
-3,265
315
$2.97M 0.06%
35,677
+6,362
316
$2.96M 0.06%
14,110
-3,080
317
$2.94M 0.06%
80,047
+6,676
318
$2.94M 0.06%
52,430
-898
319
$2.93M 0.06%
66,825
+8,098
320
$2.91M 0.05%
32,457
+14,145
321
$2.91M 0.05%
134,850
+37,439
322
$2.88M 0.05%
301,186
+17,676
323
$2.87M 0.05%
77,974
+43,814
324
$2.87M 0.05%
12,343
-767
325
$2.87M 0.05%
26,816
-4,243
11 12
13
14 15