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
1251
$311K 0.01%
13,487
+2,469
1252
$311K 0.01%
5,796
+293
1253
$310K 0.01%
6,579
+180
1254
$310K 0.01%
34,277
-14,952
1255
$309K 0.01%
9,440
+1,015
1256
$309K 0.01%
8,799
+872
1257
$308K 0.01%
+7,535
1258
$308K 0.01%
22,743
+3,542
1259
$307K 0.01%
28,306
-566
1260
$307K 0.01%
377
-9
1261
$307K 0.01%
11,194
+450
1262
$306K 0.01%
4,042
+249
1263
$306K 0.01%
216
-100
1264
$305K 0.01%
21,548
1265
$304K 0.01%
+11,063
1266
$304K 0.01%
79,084
-9,900
1267
$302K 0.01%
21,695
+950
1268
$301K 0.01%
4,131
-1,415
1269
$299K 0.01%
11,767
-504
1270
$299K 0.01%
26,419
+5,328
1271
$298K 0.01%
9,878
+174
1272
$298K 0.01%
8,635
+775
1273
$298K 0.01%
50,301
+7,145
1274
$297K 0.01%
10,311
+1,420
1275
$297K 0.01%
+12,019
49 50
51
52 53