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
376
$2.47M 0.05%
52,892
+1,196
377
$2.46M 0.05%
48,845
-3,754
378
$2.46M 0.05%
49,065
+27,329
379
$2.46M 0.05%
130,865
380
$2.46M 0.05%
95,300
-6,270
381
$2.44M 0.05%
95,463
+7,969
382
$2.44M 0.05%
158,910
-10,274
383
$2.41M 0.05%
22,439
-6,493
384
$2.4M 0.05%
79,996
-9,976
385
$2.4M 0.05%
49,110
+5,330
386
$2.4M 0.04%
74,389
+25,150
387
$2.38M 0.04%
2,001
+1,658
388
$2.36M 0.04%
62,670
-904
389
$2.35M 0.04%
26,980
+14,445
390
$2.34M 0.04%
24,711
-1,327
391
$2.34M 0.04%
64,810
-2,237
392
$2.33M 0.04%
65,761
+7,266
393
$2.32M 0.04%
22,454
-77
394
$2.32M 0.04%
96,047
+24,675
395
$2.32M 0.04%
37,544
+4,875
396
$2.31M 0.04%
31,306
+8,134
397
$2.3M 0.04%
38,082
-44,868
398
$2.3M 0.04%
188,014
-26,075
399
$2.28M 0.04%
30,197
+4,513
400
$2.27M 0.04%
32,867
+606
14 15
16
17 18