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
51
$18.9M 0.35%
168,900
+3,827
52
$18.8M 0.35%
62,300
-24,100
53
$18.3M 0.34%
196,940
+3,147
54
$18.3M 0.34%
656,526
+629,373
55
$18.2M 0.34%
330,730
-66,588
56
$18.1M 0.34%
164,750
-80,949
57
$18M 0.34%
113,334
+9,686
58
$17.5M 0.33%
220,838
+31,304
59
$17.5M 0.33%
197,493
+3,499
60
$17.4M 0.33%
1,376,956
-320,170
61
$17.2M 0.32%
168,156
+1,106
62
$17.2M 0.32%
389,602
-7,225
63
$16.8M 0.31%
273,785
+16,470
64
$16.7M 0.31%
147,828
+31,115
65
$16.3M 0.31%
82,771
+17,703
66
$16M 0.3%
134,529
-76,223
67
$15.5M 0.29%
132,283
-5,938
68
$15M 0.28%
583,628
+79,838
69
$15M 0.28%
389,240
+9,220
70
$14.9M 0.28%
99,755
+626
71
$14.4M 0.27%
477,914
+53,053
72
$14.4M 0.27%
364,320
+15,420
73
$14.4M 0.27%
109,375
+13,944
74
$14.4M 0.27%
612,706
+6,766
75
$14.3M 0.27%
166,294
+17,113
1 2
3
4 5