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
826
$733K 0.01%
48,309
-1,859
827
$733K 0.01%
57,201
+1,024
828
$729K 0.01%
6,916
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829
$729K 0.01%
45,142
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830
$723K 0.01%
15,178
-108
831
$719K 0.01%
6,134
-6
832
$718K 0.01%
9,236
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833
$717K 0.01%
16,123
+1,398
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$716K 0.01%
9,954
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835
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20,527
-2,180
836
$714K 0.01%
14,468
-1,431
837
$714K 0.01%
7,595
-746
838
$712K 0.01%
27,575
+1,136
839
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34,619
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840
$709K 0.01%
107,789
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841
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842
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28,343
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843
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13,271
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844
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22,205
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845
$704K 0.01%
6,004
+96
846
$702K 0.01%
42,510
-685
847
$701K 0.01%
+21,316
848
$700K 0.01%
15,800
-2,600
849
$700K 0.01%
12,771
-2,823
850
$700K 0.01%
32,800
+600
32 33
34
35 36