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
451
$1.91M 0.04%
27,594
-1,150
452
$1.91M 0.04%
117,164
-22,708
453
$1.91M 0.04%
25,361
+1,211
454
$1.91M 0.04%
11,124
+31
455
$1.9M 0.04%
55,497
-9,333
456
$1.9M 0.04%
134,164
+36,219
457
$1.87M 0.04%
54,506
+41,079
458
$1.87M 0.04%
18,642
+4,460
459
$1.86M 0.04%
23,798
+2,633
460
$1.86M 0.03%
15,164
-2,317
461
$1.84M 0.03%
40,222
-1,298
462
$1.83M 0.03%
141,334
+3,584
463
$1.83M 0.03%
72,582
-14,651
464
$1.82M 0.03%
31,474
+1,762
465
$1.81M 0.03%
132,159
+5,730
466
$1.81M 0.03%
76,147
+6,926
467
$1.81M 0.03%
+15,113
468
$1.8M 0.03%
17,504
+1,651
469
$1.8M 0.03%
62,220
+49,673
470
$1.79M 0.03%
41,329
+14,160
471
$1.77M 0.03%
40,724
+10,265
472
$1.76M 0.03%
88,535
+11,220
473
$1.76M 0.03%
36,154
-6,605
474
$1.75M 0.03%
16,782
-618
475
$1.74M 0.03%
35,453
-7,122
17 18
19
20 21