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
76
$14.3M 0.27%
394,306
-3,522
77
$14.1M 0.26%
105,153
-2,167
78
$13.9M 0.26%
103,790
-25,957
79
$13.8M 0.26%
268,694
+32,687
80
$13.7M 0.26%
113,086
+25,253
81
$13.3M 0.25%
176,400
+61,558
82
$13.3M 0.25%
155,235
+9,621
83
$13.1M 0.25%
125,168
-5,407
84
$13M 0.24%
166,424
+12,287
85
$13M 0.24%
426,344
+35,912
86
$13M 0.24%
172,868
+92,872
87
$12.7M 0.24%
306,897
-591
88
$12.5M 0.24%
179,216
+29,014
89
$12.4M 0.23%
1,024,062
+45,640
90
$12.2M 0.23%
310,684
+87,046
91
$12.1M 0.23%
139,445
+8,751
92
$11.9M 0.22%
98,008
+3,946
93
$11.7M 0.22%
115,626
+53,012
94
$11.7M 0.22%
210,443
+3,842
95
$11.5M 0.22%
227,304
+174,850
96
$11.5M 0.22%
204,885
+2,092
97
$11.2M 0.21%
745,218
-392,520
98
$11.2M 0.21%
122,019
-1,769
99
$10.9M 0.2%
127,339
+27,739
100
$10.9M 0.2%
473,436
+87,822
2 3
4
5 6