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
1126
$402K 0.01%
+17,173
1127
$400K 0.01%
17,852
+182
1128
$398K 0.01%
35,120
+1,000
1129
$396K 0.01%
8,368
-6,358
1130
$396K 0.01%
42,942
+30,280
1131
$392K 0.01%
76,383
+54,371
1132
$391K 0.01%
13,760
+1,736
1133
$386K 0.01%
8,471
-156
1134
$386K 0.01%
43,357
-53,861
1135
$385K 0.01%
19,914
-5,678
1136
$385K 0.01%
+6,682
1137
$384K 0.01%
10,988
-4,000
1138
$384K 0.01%
25,794
+1,409
1139
$384K 0.01%
4,732
+90
1140
$383K 0.01%
+19,191
1141
$383K 0.01%
5,140
-438
1142
$382K 0.01%
3,726
-52
1143
$381K 0.01%
32,372
+1,895
1144
$381K 0.01%
4,394
+857
1145
$381K 0.01%
5,768
+979
1146
$380K 0.01%
10,523
+262
1147
$380K 0.01%
10,862
-1,501
1148
$380K 0.01%
7,595
-523
1149
$379K 0.01%
+8,914
1150
$378K 0.01%
6,956
+1,420
44 45
46
47 48