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
1076
$436K 0.01%
2,455
-343
1077
$436K 0.01%
16,638
+6,547
1078
$435K 0.01%
8,029
-1,773
1079
$435K 0.01%
3,258
+142
1080
$435K 0.01%
10,129
-72
1081
$435K 0.01%
29,458
+18,905
1082
$433K 0.01%
10,415
-2,286
1083
$433K 0.01%
27,081
+3,330
1084
$432K 0.01%
71,086
+5,799
1085
$432K 0.01%
5,585
+41
1086
$430K 0.01%
8,872
-5,141
1087
$429K 0.01%
+6,735
1088
$427K 0.01%
20,718
+5,958
1089
$426K 0.01%
5,412
+1,241
1090
$425K 0.01%
12,627
-4,150
1091
$425K 0.01%
8,097
+3,342
1092
$424K 0.01%
50,364
-34,606
1093
$424K 0.01%
5,430
-266
1094
$422K 0.01%
3,527
+2
1095
$421K 0.01%
12,618
+533
1096
$421K 0.01%
12,264
+6,040
1097
$421K 0.01%
8,366
+3,708
1098
$420K 0.01%
20,212
-3,624
1099
$419K 0.01%
+4,254
1100
$418K 0.01%
17,658
+6,640
42 43
44
45 46