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
1151
$378K 0.01%
29,504
-5,759
1152
$378K 0.01%
+8,605
1153
$378K 0.01%
7,418
-532
1154
$377K 0.01%
8,156
-26
1155
$377K 0.01%
15,202
-1,600
1156
$376K 0.01%
13,083
+406
1157
$376K 0.01%
9,832
+4,216
1158
$376K 0.01%
6,355
+2,100
1159
$375K 0.01%
12,221
-55,938
1160
$375K 0.01%
8,623
-4,242
1161
$375K 0.01%
14,576
+32
1162
$375K 0.01%
13,784
+3,106
1163
$374K 0.01%
24,927
-1,747
1164
$374K 0.01%
21,398
1165
$372K 0.01%
4,920
-1,739
1166
$372K 0.01%
29,468
-31,910
1167
$371K 0.01%
4,452
+698
1168
$367K 0.01%
15,666
+422
1169
$365K 0.01%
23,425
-1,551
1170
$363K 0.01%
+28,893
1171
$363K 0.01%
11,018
+3,284
1172
$363K 0.01%
15,497
-39
1173
$363K 0.01%
8,648
-2,680
1174
$362K 0.01%
18,585
+1,882
1175
$362K 0.01%
5,564
+2,014
45 46
47
48 49