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
326
$2.86M 0.05%
92,444
+22,930
327
$2.85M 0.05%
77,662
+19,872
328
$2.85M 0.05%
43,623
+3,743
329
$2.82M 0.05%
249,444
+6,815
330
$2.81M 0.05%
84,473
+18,077
331
$2.79M 0.05%
78,680
+24,427
332
$2.79M 0.05%
251,463
-62,751
333
$2.79M 0.05%
49,703
-16,228
334
$2.78M 0.05%
36,990
+7,687
335
$2.78M 0.05%
27,845
+2,739
336
$2.77M 0.05%
194,580
+13,215
337
$2.76M 0.05%
136,643
+79,370
338
$2.76M 0.05%
134,532
-40,876
339
$2.73M 0.05%
66,536
+14,679
340
$2.73M 0.05%
112,353
+25,472
341
$2.72M 0.05%
111,338
+77,497
342
$2.72M 0.05%
113,980
-31,820
343
$2.72M 0.05%
87,130
-4,889
344
$2.71M 0.05%
47,227
-1,502
345
$2.7M 0.05%
30,753
-2,021
346
$2.7M 0.05%
70,742
+7,439
347
$2.7M 0.05%
54,881
+1,709
348
$2.7M 0.05%
56,161
-3,074
349
$2.69M 0.05%
45,285
-2,446
350
$2.69M 0.05%
58,746
-1,610
12 13
14
15 16