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
626
$1.1M 0.02%
9,020
+1,069
627
$1.1M 0.02%
12,639
-524
628
$1.1M 0.02%
38,364
+19,709
629
$1.1M 0.02%
22,311
+4,954
630
$1.1M 0.02%
27,130
+9,472
631
$1.09M 0.02%
9,971
+936
632
$1.09M 0.02%
16,944
-1,328
633
$1.09M 0.02%
72,834
-2,068
634
$1.08M 0.02%
27,821
+1,471
635
$1.08M 0.02%
18,163
+86
636
$1.08M 0.02%
42,634
-30,999
637
$1.07M 0.02%
30,896
-689
638
$1.07M 0.02%
53,607
+23,318
639
$1.07M 0.02%
14,093
-885
640
$1.07M 0.02%
67,442
+36,704
641
$1.07M 0.02%
66,680
+980
642
$1.07M 0.02%
27,617
-4,421
643
$1.07M 0.02%
10,264
+498
644
$1.06M 0.02%
97,457
+2,025
645
$1.06M 0.02%
18,357
+4,312
646
$1.06M 0.02%
15,682
+252
647
$1.06M 0.02%
10,108
+235
648
$1.06M 0.02%
39,423
+1,698
649
$1.06M 0.02%
45,842
+10,790
650
$1.05M 0.02%
18,323
+2,878
24 25
26
27 28