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
1276
$296K 0.01%
6,592
-8,114
1277
$296K 0.01%
4,466
-507
1278
$296K 0.01%
8,834
-2,601
1279
$296K 0.01%
15,780
+1,335
1280
$295K 0.01%
6,715
+208
1281
$295K 0.01%
7,866
+352
1282
$294K 0.01%
18,764
-52
1283
$294K 0.01%
6,499
+1,209
1284
$294K 0.01%
30,252
-13,359
1285
$294K 0.01%
54,476
+23,340
1286
$292K 0.01%
15,891
-824
1287
$292K 0.01%
23,952
+5,940
1288
$291K 0.01%
23,167
-1,355
1289
$291K 0.01%
4,237
-180
1290
$290K 0.01%
+10,770
1291
$290K 0.01%
+5,497
1292
$290K 0.01%
18,902
+28
1293
$290K 0.01%
6,052
-1,771
1294
$289K 0.01%
24,725
1295
$289K 0.01%
27,352
+2,473
1296
$288K 0.01%
+6,901
1297
$288K 0.01%
+5,040
1298
$286K 0.01%
+9,942
1299
$286K 0.01%
15,971
+2,848
1300
$286K 0.01%
1,961
+384
50 51
52
53 54