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
1401
$240K ﹤0.01%
+5,506
1402
$239K ﹤0.01%
11,835
-542
1403
$239K ﹤0.01%
9,780
-2,189
1404
$238K ﹤0.01%
22,560
+2,002
1405
$238K ﹤0.01%
4,124
+90
1406
$238K ﹤0.01%
+10,445
1407
$238K ﹤0.01%
47,870
+1,297
1408
$237K ﹤0.01%
11,882
+548
1409
$237K ﹤0.01%
14,892
+1,726
1410
$237K ﹤0.01%
10,723
+1,032
1411
$237K ﹤0.01%
+8,292
1412
$236K ﹤0.01%
3,921
+184
1413
$235K ﹤0.01%
11,498
-692
1414
$235K ﹤0.01%
1,278
-2,648
1415
$235K ﹤0.01%
+3,132
1416
$235K ﹤0.01%
3,575
-143
1417
$235K ﹤0.01%
3,073
+877
1418
$234K ﹤0.01%
4,484
-754
1419
$234K ﹤0.01%
1,471
-101
1420
$234K ﹤0.01%
3,307
+376
1421
$233K ﹤0.01%
7,434
+280
1422
$233K ﹤0.01%
+9,636
1423
$232K ﹤0.01%
3,955
+357
1424
$232K ﹤0.01%
9,165
+1,420
1425
$232K ﹤0.01%
8,273
-1,900
55 56
57
58 59