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
1201
$347K 0.01%
4,488
-271
1202
$347K 0.01%
8,340
+1,860
1203
$346K 0.01%
23,225
+6,468
1204
$344K 0.01%
2,760
-60
1205
$344K 0.01%
25,069
+4,029
1206
$342K 0.01%
6,351
+865
1207
$342K 0.01%
5,322
+1,354
1208
$339K 0.01%
5,652
+356
1209
$339K 0.01%
4,899
+540
1210
$339K 0.01%
8,408
+600
1211
$338K 0.01%
7,483
+565
1212
$336K 0.01%
39,656
-428
1213
$336K 0.01%
13,812
-960
1214
$335K 0.01%
16,045
-118
1215
$334K 0.01%
7,948
-335
1216
$334K 0.01%
8,756
-1,037
1217
$333K 0.01%
24,869
-3,950
1218
$332K 0.01%
10,211
+1,681
1219
$332K 0.01%
22,713
+2,958
1220
$332K 0.01%
14,645
+217
1221
$331K 0.01%
22,710
+46
1222
$329K 0.01%
3,897
-215
1223
$328K 0.01%
3,482
+53
1224
$328K 0.01%
3,047
-265
1225
$327K 0.01%
3,909
+16
47 48
49
50 51