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
1301
$284K 0.01%
7,453
+1,812
1302
$284K 0.01%
+18,296
1303
$284K 0.01%
+20,001
1304
$283K 0.01%
+17,135
1305
$283K 0.01%
40,431
+7,711
1306
$283K 0.01%
2,108
-84
1307
$283K 0.01%
21,224
1308
$282K 0.01%
+18,407
1309
$282K 0.01%
5,217
+383
1310
$282K 0.01%
+10,878
1311
$279K 0.01%
4,779
-2,175
1312
$279K 0.01%
19,800
+5,500
1313
$279K 0.01%
22,407
+1,115
1314
$278K 0.01%
7,803
-568
1315
$278K 0.01%
3,325
+685
1316
$277K 0.01%
8,178
-969
1317
$277K 0.01%
10,511
-40
1318
$277K 0.01%
24,566
+36
1319
$277K 0.01%
18,236
1320
$276K 0.01%
14,477
-796
1321
$276K 0.01%
9,752
+902
1322
$276K 0.01%
3,977
+197
1323
$276K 0.01%
1,785
-750
1324
$275K 0.01%
+12,115
1325
$275K 0.01%
+10,980
51 52
53
54 55