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
926
$600K 0.01%
52,473
-1,606
927
$599K 0.01%
18,064
-3,512
928
$597K 0.01%
6,955
+1,134
929
$596K 0.01%
35,864
-71,382
930
$596K 0.01%
9,853
+657
931
$596K 0.01%
19,101
+9,502
932
$593K 0.01%
8,323
+731
933
$593K 0.01%
41,320
-4,216
934
$593K 0.01%
43,100
935
$591K 0.01%
+8,446
936
$588K 0.01%
25,062
-154,034
937
$588K 0.01%
10,496
-370
938
$588K 0.01%
76,035
+7,198
939
$587K 0.01%
+12,189
940
$587K 0.01%
28,055
-10,954
941
$585K 0.01%
4,948
+1,922
942
$583K 0.01%
22,896
+6,971
943
$582K 0.01%
11,519
-850
944
$581K 0.01%
7,523
+567
945
$579K 0.01%
11,864
-708
946
$578K 0.01%
67,864
+22,224
947
$574K 0.01%
27,558
+2,742
948
$572K 0.01%
13,153
+5,950
949
$571K 0.01%
21,839
-1,021
950
$571K 0.01%
21,713
+4,516
36 37
38
39 40