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
1226
$325K 0.01%
10,347
+1,224
1227
$325K 0.01%
5,089
-303
1228
$325K 0.01%
27,158
+5,211
1229
$324K 0.01%
+8,931
1230
$324K 0.01%
+18,024
1231
$324K 0.01%
8,612
-2,206
1232
$323K 0.01%
84,806
-8,792
1233
$323K 0.01%
4,101
-632
1234
$322K 0.01%
16,385
+159
1235
$320K 0.01%
7,998
+3,003
1236
$320K 0.01%
5,383
-138
1237
$320K 0.01%
68,873
+1,044
1238
$319K 0.01%
12,543
-214
1239
$318K 0.01%
5,609
1240
$318K 0.01%
5,319
+1,197
1241
$316K 0.01%
+5,386
1242
$316K 0.01%
17,575
+6,425
1243
$316K 0.01%
+9,449
1244
$315K 0.01%
43,211
+6,255
1245
$315K 0.01%
5,977
-1,318
1246
$313K 0.01%
4,054
-5,669
1247
$313K 0.01%
7,696
+1,488
1248
$313K 0.01%
10,815
+14
1249
$312K 0.01%
1,345
+113
1250
$311K 0.01%
4,335
+1,574
48 49
50
51 52