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
476
$1.74M 0.03%
59,756
+18,810
477
$1.74M 0.03%
63,398
+2,773
478
$1.73M 0.03%
76,890
+22,706
479
$1.72M 0.03%
74,315
+16,586
480
$1.71M 0.03%
18,349
-43,320
481
$1.71M 0.03%
9,401
+1,994
482
$1.71M 0.03%
35,945
+20,143
483
$1.69M 0.03%
36,165
-4,796
484
$1.69M 0.03%
31,011
+1,374
485
$1.68M 0.03%
113,765
-24,580
486
$1.68M 0.03%
+16,899
487
$1.67M 0.03%
30,107
-223
488
$1.67M 0.03%
29,865
-4,736
489
$1.67M 0.03%
33,572
+22,401
490
$1.67M 0.03%
54,193
-1,204
491
$1.66M 0.03%
66,925
+144
492
$1.65M 0.03%
34,398
-328
493
$1.65M 0.03%
30,976
+56
494
$1.64M 0.03%
76,687
+2,132
495
$1.63M 0.03%
57,109
+8,109
496
$1.63M 0.03%
145,830
-10,800
497
$1.63M 0.03%
33,224
-2,425
498
$1.62M 0.03%
+12,289
499
$1.61M 0.03%
6,743
+1,023
500
$1.61M 0.03%
14,036
-1,164
18 19
20
21 22