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
501
$1.61M 0.03%
108,324
+2,650
502
$1.61M 0.03%
10,490
-5,722
503
$1.6M 0.03%
92,190
-5,924
504
$1.58M 0.03%
100,854
-3,762
505
$1.58M 0.03%
14,985
+2,645
506
$1.57M 0.03%
31,616
-69,498
507
$1.57M 0.03%
59,584
+1,868
508
$1.57M 0.03%
118,604
-8,216
509
$1.56M 0.03%
29,943
+8,221
510
$1.56M 0.03%
41,588
+7,916
511
$1.55M 0.03%
105,514
+399
512
$1.55M 0.03%
38,196
+11
513
$1.55M 0.03%
16,208
+106
514
$1.54M 0.03%
93,494
+5,811
515
$1.53M 0.03%
102,944
+14,197
516
$1.52M 0.03%
31,992
+24
517
$1.52M 0.03%
77,547
+11,797
518
$1.52M 0.03%
55,376
+4,124
519
$1.51M 0.03%
5,335
-26
520
$1.51M 0.03%
79,564
+4,629
521
$1.51M 0.03%
34,777
+18,150
522
$1.51M 0.03%
21,205
+6,361
523
$1.5M 0.03%
33,864
-993
524
$1.49M 0.03%
31,879
+1,594
525
$1.49M 0.03%
20,798
+534
19 20
21
22 23