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
676
$994K 0.02%
34,694
-8,558
677
$994K 0.02%
1,089
+9
678
$993K 0.02%
19,770
+1,466
679
$993K 0.02%
33,056
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680
$993K 0.02%
156,871
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681
$991K 0.02%
16,541
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682
$989K 0.02%
63,869
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683
$984K 0.02%
79,387
-623
684
$984K 0.02%
301,065
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685
$983K 0.02%
79,267
-23,104
686
$981K 0.02%
35,421
-1,454
687
$977K 0.02%
18,641
+10,224
688
$975K 0.02%
31,185
+78
689
$974K 0.02%
17,642
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690
$972K 0.02%
159,575
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$972K 0.02%
29,383
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692
$968K 0.02%
34,401
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693
$965K 0.02%
105,202
+26,507
694
$963K 0.02%
118,191
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695
$961K 0.02%
4,298
-625
696
$960K 0.02%
12,855
-1,726
697
$953K 0.02%
14,398
-2,077
698
$952K 0.02%
26,261
+173
699
$951K 0.02%
13,777
-2,940
700
$951K 0.02%
72,899
+59,890
26 27
28
29 30