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
1051
$464K 0.01%
6,300
-4
1052
$463K 0.01%
22,624
-30,193
1053
$463K 0.01%
60,386
+3,015
1054
$462K 0.01%
+31,000
1055
$461K 0.01%
+14,249
1056
$459K 0.01%
7,149
+286
1057
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2,762
+1,341
1058
$453K 0.01%
4,061
+158
1059
$453K 0.01%
30,182
-15,131
1060
$449K 0.01%
8,974
-292
1061
$449K 0.01%
+7,088
1062
$448K 0.01%
9,032
+2,511
1063
$447K 0.01%
8,703
+127
1064
$447K 0.01%
7,558
-406
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$446K 0.01%
1,550
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3,113
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1068
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3,700
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10,060
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1070
$439K 0.01%
35,905
-1,145
1071
$439K 0.01%
8,814
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1072
$439K 0.01%
9,584
+467
1073
$438K 0.01%
2,433
-463
1074
$438K 0.01%
28,095
+1,619
1075
$437K 0.01%
18,041
41 42
43
44 45