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
526
$1.49M 0.03%
21,702
+2,403
527
$1.49M 0.03%
158,116
+9,286
528
$1.48M 0.03%
37,920
+3,279
529
$1.48M 0.03%
46,791
-639
530
$1.48M 0.03%
86,700
-7,504
531
$1.47M 0.03%
19,142
-33,306
532
$1.47M 0.03%
24,692
+4,238
533
$1.47M 0.03%
36,288
+4,310
534
$1.45M 0.03%
34,603
+1,461
535
$1.45M 0.03%
56,289
-7,086
536
$1.45M 0.03%
44,836
+266
537
$1.44M 0.03%
10,233
+1,196
538
$1.44M 0.03%
41,348
+11,693
539
$1.42M 0.03%
23,012
+1,779
540
$1.42M 0.03%
14,528
+633
541
$1.41M 0.03%
76,125
-4,875
542
$1.41M 0.03%
24,825
+1,522
543
$1.41M 0.03%
13,303
+961
544
$1.4M 0.03%
48,500
-17,490
545
$1.4M 0.03%
11,719
+2,464
546
$1.4M 0.03%
49,043
+11,042
547
$1.39M 0.03%
88,254
-1,595
548
$1.38M 0.03%
88,236
+47,111
549
$1.38M 0.03%
28,365
+3,114
550
$1.38M 0.03%
32,641
-1,622
20 21
22
23 24