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
26
$32.1M 0.6%
1,386,127
+73,123
27
$31.4M 0.59%
352,341
+37,751
28
$30.4M 0.57%
275,738
-12,938
29
$28.5M 0.53%
534,478
+31,984
30
$28.4M 0.53%
220,161
+39,739
31
$27.2M 0.51%
401,708
-9,657
32
$27.2M 0.51%
579,408
-45,329
33
$27M 0.51%
356,429
+37,416
34
$26.5M 0.5%
426,800
+24,131
35
$26.4M 0.5%
798,785
-72,425
36
$26.3M 0.49%
228,388
+27,774
37
$26.3M 0.49%
454,697
+2,800
38
$25.5M 0.48%
293,780
+108,070
39
$24.8M 0.46%
596,625
-91,686
40
$24.5M 0.46%
226,686
+12,098
41
$24.4M 0.46%
207,146
-5,703
42
$24.1M 0.45%
781,559
+8,514
43
$23.9M 0.45%
326,199
-16,185
44
$22.8M 0.43%
552,795
-5,278
45
$22.7M 0.42%
203,222
+11,582
46
$22.1M 0.41%
267,721
-150,541
47
$21.9M 0.41%
+210,502
48
$20.9M 0.39%
560,603
-209,551
49
$20.7M 0.39%
591,436
+219,294
50
$19.3M 0.36%
183,719
+2,643
1
2
3 4 5