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
726
$913K 0.02%
4,476
-132
727
$912K 0.02%
17,068
+2,225
728
$905K 0.02%
21,519
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729
$904K 0.02%
24,025
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730
$903K 0.02%
16,109
+2,030
731
$902K 0.02%
25,557
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732
$901K 0.02%
35,909
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733
$897K 0.02%
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63,415
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735
$894K 0.02%
16,368
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736
$893K 0.02%
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15,346
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$887K 0.02%
18,219
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739
$884K 0.02%
46,684
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740
$884K 0.02%
22,642
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743
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744
$879K 0.02%
27,871
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745
$876K 0.02%
38,220
746
$876K 0.02%
17,763
+1,118
747
$876K 0.02%
22,921
-377
748
$875K 0.02%
+15,004
749
$869K 0.02%
24,075
-10,233
750
$866K 0.02%
29,163
-739
28 29
30
31 32