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
651
$1.05M 0.02%
104
+21
652
$1.05M 0.02%
48,496
+2,926
653
$1.05M 0.02%
48,289
+812
654
$1.05M 0.02%
17,450
+578
655
$1.04M 0.02%
18,102
-2,200
656
$1.04M 0.02%
84,466
+7,868
657
$1.03M 0.02%
30,663
+6,710
658
$1.03M 0.02%
+37,940
659
$1.03M 0.02%
60,451
-12,438
660
$1.03M 0.02%
92,719
+529
661
$1.03M 0.02%
56,865
+2,419
662
$1.02M 0.02%
53,920
+14,867
663
$1.02M 0.02%
43,600
-5,002
664
$1.02M 0.02%
8,176
-1,045
665
$1.02M 0.02%
23,676
-2,719
666
$1.02M 0.02%
68,976
+23,329
667
$1.01M 0.02%
88,684
-756
668
$1.01M 0.02%
29,363
+20,470
669
$1.01M 0.02%
12,030
-416
670
$1M 0.02%
30,058
+18,023
671
$999K 0.02%
22,811
-7,706
672
$996K 0.02%
126,439
-39,589
673
$995K 0.02%
77,697
+48,730
674
$995K 0.02%
65,600
+1,455
675
$994K 0.02%
16,435
-40
25 26
27
28 29