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
426
$2.07M 0.04%
42,607
+27,115
427
$2.06M 0.04%
86,309
-44,415
428
$2.05M 0.04%
27,087
-25
429
$2.04M 0.04%
59,138
+17,799
430
$2.04M 0.04%
45,906
+762
431
$2.03M 0.04%
51,405
+380
432
$2.02M 0.04%
48,113
+4,808
433
$2.02M 0.04%
82,762
+5,222
434
$2.02M 0.04%
49,797
+6,262
435
$2.02M 0.04%
95,984
-837,682
436
$2.01M 0.04%
63,225
+15,099
437
$2M 0.04%
16,158
-3,372
438
$1.99M 0.04%
16,939
+5,096
439
$1.98M 0.04%
69,538
+14,374
440
$1.98M 0.04%
48,618
+5,449
441
$1.97M 0.04%
277,524
-94,773
442
$1.96M 0.04%
143,032
+39,547
443
$1.96M 0.04%
49,548
-3,402
444
$1.96M 0.04%
280,296
+40,080
445
$1.95M 0.04%
60,532
+2,076
446
$1.95M 0.04%
52,220
+16,939
447
$1.95M 0.04%
80,745
+8,753
448
$1.94M 0.04%
37,264
+3,740
449
$1.94M 0.04%
33,910
-1,404
450
$1.92M 0.04%
85,902
+54,741
16 17
18
19 20