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
1376
$251K ﹤0.01%
+5,160
1377
$250K ﹤0.01%
18,240
+6,613
1378
$250K ﹤0.01%
2,553
+312
1379
$250K ﹤0.01%
17,242
+37
1380
$250K ﹤0.01%
9,857
+1,002
1381
$248K ﹤0.01%
3,586
-1,200
1382
$248K ﹤0.01%
7,395
-200
1383
$246K ﹤0.01%
8,842
1384
$246K ﹤0.01%
6,864
-793
1385
$244K ﹤0.01%
8,358
-309
1386
$244K ﹤0.01%
6,817
-721
1387
$243K ﹤0.01%
23,046
-3,033
1388
$243K ﹤0.01%
+17,148
1389
$242K ﹤0.01%
16,434
+940
1390
$242K ﹤0.01%
+6,746
1391
$242K ﹤0.01%
+4,113
1392
$242K ﹤0.01%
10,148
+66
1393
$242K ﹤0.01%
3,475
+34
1394
$242K ﹤0.01%
9,637
+487
1395
$241K ﹤0.01%
6,001
+712
1396
$241K ﹤0.01%
4,581
1397
$241K ﹤0.01%
10,933
-1,004
1398
$240K ﹤0.01%
+8,059
1399
$240K ﹤0.01%
14,609
+76
1400
$240K ﹤0.01%
2,377
-91
54 55
56
57 58