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
601
$1.17M 0.02%
23,510
+5,583
602
$1.17M 0.02%
110,360
+17,190
603
$1.16M 0.02%
15,882
-2,164
604
$1.16M 0.02%
32,976
+6,415
605
$1.16M 0.02%
24,352
-2,412
606
$1.16M 0.02%
11,469
-702
607
$1.16M 0.02%
38,564
+706
608
$1.16M 0.02%
17,241
+592
609
$1.16M 0.02%
7,016
+441
610
$1.15M 0.02%
22,174
+617
611
$1.15M 0.02%
28,639
+10,198
612
$1.14M 0.02%
23,031
-2,008
613
$1.14M 0.02%
13,955
+2,624
614
$1.13M 0.02%
+16,835
615
$1.13M 0.02%
14,924
-11,478
616
$1.13M 0.02%
50,229
+17,995
617
$1.13M 0.02%
85,366
-1,183
618
$1.12M 0.02%
52,866
-52,725
619
$1.12M 0.02%
23,618
+1,930
620
$1.12M 0.02%
17,074
-111
621
$1.12M 0.02%
124,512
-4,180
622
$1.11M 0.02%
36,273
+10,405
623
$1.11M 0.02%
79,332
+9,148
624
$1.11M 0.02%
11,297
-1,575
625
$1.11M 0.02%
14,937
+161
23 24
25
26 27