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
1101
$418K 0.01%
15,556
+1,236
1102
$417K 0.01%
34,686
-4,749
1103
$416K 0.01%
9,563
-1,694
1104
$416K 0.01%
9,762
-6,128
1105
$416K 0.01%
+25,375
1106
$416K 0.01%
546
+24
1107
$415K 0.01%
20,688
+1,211
1108
$415K 0.01%
5,596
-127
1109
$414K 0.01%
7,352
+284
1110
$413K 0.01%
+13,132
1111
$411K 0.01%
4,178
-1,272
1112
$411K 0.01%
23,837
+9,145
1113
$411K 0.01%
16,419
-2,793
1114
$410K 0.01%
6,607
-1,184
1115
$410K 0.01%
29,459
-2,483
1116
$408K 0.01%
11,747
-1,799
1117
$408K 0.01%
9,694
+302
1118
$407K 0.01%
13,504
+37
1119
$406K 0.01%
8,085
+899
1120
$405K 0.01%
28,754
+1,333
1121
$405K 0.01%
79,128
+14,915
1122
$405K 0.01%
8,187
-39
1123
$405K 0.01%
8,284
-1,630
1124
$403K 0.01%
9,908
+858
1125
$403K 0.01%
10,929
-30,219
43 44
45
46 47