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 4.44%
2 Consumer Staples 3.83%
3 Healthcare 3.8%
4 Financials 3.59%
5 Communication Services 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.67M 0.05%
147,184
-1,505
352
$2.66M 0.05%
148,209
+781
353
$2.66M 0.05%
31,648
-2,730
354
$2.63M 0.05%
25,972
+154
355
$2.62M 0.05%
44,680
-12,356
356
$2.61M 0.05%
252,136
+9,808
357
$2.61M 0.05%
119,828
+6,362
358
$2.6M 0.05%
124,286
-59,298
359
$2.6M 0.05%
63,984
-7,574
360
$2.6M 0.05%
54,867
-9,455
361
$2.6M 0.05%
75,067
+3,469
362
$2.6M 0.05%
84,983
-355
363
$2.59M 0.05%
63,869
+13,119
364
$2.59M 0.05%
94,532
+6,514
365
$2.58M 0.05%
72,143
-31,533
366
$2.57M 0.05%
50,573
+19,144
367
$2.54M 0.05%
67,822
+14,009
368
$2.52M 0.05%
19,704
+1,335
369
$2.52M 0.05%
94,141
+62,896
370
$2.52M 0.05%
38,413
-1,914
371
$2.51M 0.05%
21,459
-2,300
372
$2.51M 0.05%
26,775
-2,660
373
$2.5M 0.05%
129,005
+1,959
374
$2.49M 0.05%
132,050
+180
375
$2.49M 0.05%
73,363
-7,991
13 14
15
16 17