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
1026
$486K 0.01%
30,094
1027
$486K 0.01%
8,608
+1,108
1028
$486K 0.01%
10,350
+14
1029
$484K 0.01%
+13,577
1030
$484K 0.01%
33,574
-1,369
1031
$484K 0.01%
36,867
-2,708
1032
$481K 0.01%
32,950
+4,410
1033
$480K 0.01%
13,485
+812
1034
$480K 0.01%
12,473
+1,999
1035
$480K 0.01%
3,213
-24,587
1036
$478K 0.01%
4,348
-464
1037
$477K 0.01%
+15,448
1038
$477K 0.01%
39,000
-340
1039
$476K 0.01%
21,133
-469
1040
$476K 0.01%
19,837
-2,354
1041
$475K 0.01%
+9,337
1042
$475K 0.01%
89,546
+60,376
1043
$474K 0.01%
524
+65
1044
$474K 0.01%
13,782
+365
1045
$472K 0.01%
58,900
+42,865
1046
$472K 0.01%
43,117
-7,837
1047
$468K 0.01%
9,206
-8,460
1048
$466K 0.01%
3,725
+139
1049
$466K 0.01%
+17,854
1050
$465K 0.01%
4,135
40 41
42
43 44