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
101
$10.8M 0.2%
157,049
-115,750
102
$10.6M 0.2%
975,080
-25,290
103
$10.5M 0.2%
179,941
+7,314
104
$10.3M 0.19%
133,273
+9,025
105
$10.3M 0.19%
141,974
+52,024
106
$10.2M 0.19%
362,394
+28,032
107
$10.1M 0.19%
363,282
-42,867
108
$10.1M 0.19%
237,768
-6,688
109
$9.83M 0.18%
177,127
-1,106
110
$9.69M 0.18%
416,666
+238,511
111
$9.66M 0.18%
72,540
+12,011
112
$9.61M 0.18%
134,255
+11,333
113
$9.61M 0.18%
200,408
-19,621
114
$9.56M 0.18%
152,722
+23,117
115
$9.53M 0.18%
298,499
-533,495
116
$9.45M 0.18%
86,457
+4,227
117
$9.21M 0.17%
80,323
+10,174
118
$9.01M 0.17%
71,105
+1,199
119
$8.99M 0.17%
85,807
-66,570
120
$8.88M 0.17%
140,976
+19,536
121
$8.8M 0.16%
90,536
+8,457
122
$8.67M 0.16%
102,666
-16,617
123
$8.53M 0.16%
173,495
+19,470
124
$8.53M 0.16%
599,357
+46,141
125
$8.5M 0.16%
91,623
-7,381
3 4
5
6 7