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
776
$822K 0.02%
37,760
-1,080
777
$820K 0.02%
29,734
+19,007
778
$819K 0.02%
18,349
+2,259
779
$819K 0.02%
42,433
+6,199
780
$818K 0.02%
40,599
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781
$817K 0.02%
26,239
-4,740
782
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13,091
-336
783
$813K 0.02%
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784
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25,695
+16,720
785
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16,651
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786
$808K 0.02%
29,590
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$805K 0.02%
57,523
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788
$802K 0.02%
91,252
+4,057
789
$802K 0.02%
25,279
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$801K 0.02%
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28,710
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794
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46,507
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795
$790K 0.01%
41,688
-30,502
796
$789K 0.01%
25,413
-2,150
797
$789K 0.01%
19,997
+9,425
798
$788K 0.01%
+12,020
799
$785K 0.01%
10,606
-25
800
$784K 0.01%
11,686
+350
30 31
32
33 34