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
401
$2.27M 0.04%
65,713
+49,970
402
$2.26M 0.04%
24,637
+5,967
403
$2.26M 0.04%
93,224
-6,634
404
$2.25M 0.04%
49,696
+40,751
405
$2.25M 0.04%
74,865
+153
406
$2.24M 0.04%
190,468
+616
407
$2.24M 0.04%
44,404
+2,649
408
$2.23M 0.04%
44,205
+14,620
409
$2.23M 0.04%
25,416
+83
410
$2.22M 0.04%
93,108
+24,307
411
$2.21M 0.04%
55,745
-7,432
412
$2.15M 0.04%
40,864
+10,993
413
$2.15M 0.04%
52,218
+19,552
414
$2.13M 0.04%
128,989
+3,940
415
$2.12M 0.04%
146,919
+31,098
416
$2.12M 0.04%
57,000
417
$2.11M 0.04%
21,744
+6,003
418
$2.11M 0.04%
165,766
+11,646
419
$2.1M 0.04%
24,716
+6,397
420
$2.1M 0.04%
23,531
+11,457
421
$2.09M 0.04%
28,374
+21,995
422
$2.09M 0.04%
50,273
+6,039
423
$2.09M 0.04%
29,310
+490
424
$2.08M 0.04%
136,873
+45,710
425
$2.07M 0.04%
18,410
-43,003
15 16
17
18 19