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
1351
$263K ﹤0.01%
1,638
+155
1352
$263K ﹤0.01%
+6,860
1353
$263K ﹤0.01%
395
-3
1354
$262K ﹤0.01%
4,454
-1,059
1355
$261K ﹤0.01%
10,405
+260
1356
$261K ﹤0.01%
20,412
-761
1357
$261K ﹤0.01%
4,408
+343
1358
$260K ﹤0.01%
7,169
-645
1359
$260K ﹤0.01%
6,512
-63
1360
$258K ﹤0.01%
+3,002
1361
$258K ﹤0.01%
+5,487
1362
$257K ﹤0.01%
7,359
+698
1363
$256K ﹤0.01%
+3,833
1364
$256K ﹤0.01%
16,213
-1,202
1365
$256K ﹤0.01%
2,307
-7,773
1366
$255K ﹤0.01%
12,597
-725
1367
$255K ﹤0.01%
4,823
-41,113
1368
$254K ﹤0.01%
19,560
+550
1369
$254K ﹤0.01%
25,229
+2,754
1370
$254K ﹤0.01%
24,339
+6,001
1371
$252K ﹤0.01%
3,130
-761
1372
$252K ﹤0.01%
4,675
+786
1373
$252K ﹤0.01%
4,278
-114
1374
$252K ﹤0.01%
+2,475
1375
$251K ﹤0.01%
12,557
+940
53 54
55
56 57