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
1001
$508K 0.01%
75,093
-14,430
1002
$507K 0.01%
23,113
-40,261
1003
$505K 0.01%
5,442
-242
1004
$504K 0.01%
51,261
+28,770
1005
$502K 0.01%
14,495
-1,056
1006
$502K 0.01%
26,421
+1,725
1007
$500K 0.01%
24,582
-170
1008
$498K 0.01%
41,950
-584
1009
$498K 0.01%
19,083
-186
1010
$498K 0.01%
6,899
+102
1011
$498K 0.01%
5,758
-2,405
1012
$498K 0.01%
15,101
+1,404
1013
$498K 0.01%
23,748
+2,115
1014
$497K 0.01%
8,183
-50
1015
$495K 0.01%
13,069
-44
1016
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1017
$493K 0.01%
38,387
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1018
$492K 0.01%
18,632
+7,595
1019
$491K 0.01%
25,779
+3,743
1020
$491K 0.01%
19,742
-1,096
1021
$490K 0.01%
+17,091
1022
$488K 0.01%
5,019
+86
1023
$487K 0.01%
10,352
-818
1024
$487K 0.01%
22,210
-15,157
1025
$487K 0.01%
14,128
-2,746
39 40
41
42 43