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
1176
$362K 0.01%
2,650
1177
$361K 0.01%
852
+298
1178
$360K 0.01%
24,538
+13,825
1179
$360K 0.01%
2,466
-1,213
1180
$360K 0.01%
+3,858
1181
$359K 0.01%
+22,477
1182
$358K 0.01%
23,197
-210
1183
$358K 0.01%
12,314
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1184
$357K 0.01%
2,137
-965
1185
$356K 0.01%
23,605
+1,940
1186
$356K 0.01%
11,728
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1187
$356K 0.01%
50,411
+2,561
1188
$356K 0.01%
2,403
+21
1189
$355K 0.01%
11,292
+1,457
1190
$355K 0.01%
28,446
-1,420
1191
$355K 0.01%
5,097
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1192
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3,990
-5,131
1193
$354K 0.01%
51,456
+1,631
1194
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5,668
-269
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$351K 0.01%
9,206
-1,671
1196
$350K 0.01%
8,313
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1197
$350K 0.01%
6,260
-2,559
1198
$348K 0.01%
10,138
-2,165
1199
$348K 0.01%
11,278
+1,090
1200
$348K 0.01%
12,637
+767
46 47
48
49 50