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
576
$1.28M 0.02%
23,734
+1,908
577
$1.27M 0.02%
25,814
-16,782
578
$1.26M 0.02%
57,939
+31,312
579
$1.26M 0.02%
21,851
+60
580
$1.26M 0.02%
43,192
+19,743
581
$1.26M 0.02%
166,950
-20,500
582
$1.26M 0.02%
60,069
+4,184
583
$1.25M 0.02%
64,708
+221
584
$1.24M 0.02%
71,694
+2,362
585
$1.24M 0.02%
26,235
-4,436
586
$1.24M 0.02%
76,464
-14,155
587
$1.23M 0.02%
44,815
-6,513
588
$1.23M 0.02%
17,487
+3,186
589
$1.23M 0.02%
23,452
+258
590
$1.23M 0.02%
20,126
-12,668
591
$1.23M 0.02%
68,364
+1,374
592
$1.22M 0.02%
15,155
+3,147
593
$1.22M 0.02%
27,694
-13,846
594
$1.21M 0.02%
19,086
-12,285
595
$1.19M 0.02%
34,245
+19,716
596
$1.19M 0.02%
22,657
+14,163
597
$1.19M 0.02%
75,724
+6,547
598
$1.18M 0.02%
44,328
-780
599
$1.18M 0.02%
39,073
-78
600
$1.17M 0.02%
16,232
-825
22 23
24
25 26