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
1326
$274K 0.01%
18,100
+396
1327
$274K 0.01%
7,490
+46
1328
$274K 0.01%
5,878
+26
1329
$274K 0.01%
+3,075
1330
$274K 0.01%
21,533
+326
1331
$274K 0.01%
17,406
-5,240
1332
$273K 0.01%
10,525
-5,383
1333
$273K 0.01%
27,007
-841
1334
$273K 0.01%
19,337
-676
1335
$272K 0.01%
4,948
-116
1336
$272K 0.01%
6,984
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1337
$272K 0.01%
21,377
-5,416
1338
$271K 0.01%
8,772
+1,166
1339
$271K 0.01%
3,882
+169
1340
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5,616
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1341
$269K 0.01%
23,130
+4,590
1342
$268K 0.01%
6,220
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1343
$268K 0.01%
10,716
+2,601
1344
$266K 0.01%
6,508
+96
1345
$266K 0.01%
21,231
+2,058
1346
$266K 0.01%
22,108
+1,519
1347
$266K 0.01%
5,646
-39
1348
$266K 0.01%
5,372
+143
1349
$266K 0.01%
4,892
-331
1350
$264K ﹤0.01%
6,804
52 53
54
55 56