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
551
$1.38M 0.03%
27,381
-3
552
$1.37M 0.03%
20,374
-3,627
553
$1.37M 0.03%
43,272
-3,844
554
$1.37M 0.03%
6,661
+1,117
555
$1.36M 0.03%
89,617
-429
556
$1.36M 0.03%
9,034
+137
557
$1.36M 0.03%
25,256
+11,125
558
$1.35M 0.03%
22,845
-461
559
$1.35M 0.03%
118,964
-2,954
560
$1.35M 0.03%
+59,120
561
$1.34M 0.03%
41,944
+6,424
562
$1.34M 0.03%
26,672
-600
563
$1.32M 0.02%
23,672
+1,558
564
$1.32M 0.02%
22,250
+9,027
565
$1.31M 0.02%
21,722
+9,168
566
$1.31M 0.02%
9,877
-853
567
$1.3M 0.02%
40,329
+654
568
$1.29M 0.02%
8,279
+759
569
$1.29M 0.02%
33,687
+16,057
570
$1.29M 0.02%
20,144
-13,088
571
$1.28M 0.02%
32,133
+7,650
572
$1.28M 0.02%
83,393
-1,385
573
$1.28M 0.02%
15,966
-260
574
$1.28M 0.02%
65,088
+10,962
575
$1.28M 0.02%
68,053
+2,451
21 22
23
24 25