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
1426
$231K ﹤0.01%
17,663
1427
$231K ﹤0.01%
4,508
-161
1428
$229K ﹤0.01%
16,714
-4,052
1429
$228K ﹤0.01%
3,291
-492
1430
$228K ﹤0.01%
10,179
+228
1431
$228K ﹤0.01%
20,102
+2,578
1432
$228K ﹤0.01%
8,500
-205
1433
$227K ﹤0.01%
+6,918
1434
$227K ﹤0.01%
+1,852
1435
$226K ﹤0.01%
5,710
+211
1436
$226K ﹤0.01%
4,285
-233
1437
$226K ﹤0.01%
10,171
+1,937
1438
$225K ﹤0.01%
3,971
-709
1439
$224K ﹤0.01%
+7,788
1440
$224K ﹤0.01%
18,088
+2,947
1441
$224K ﹤0.01%
2,977
+22
1442
$224K ﹤0.01%
+5,443
1443
$224K ﹤0.01%
4,343
-170
1444
$223K ﹤0.01%
7,712
-24
1445
$222K ﹤0.01%
+10,243
1446
$222K ﹤0.01%
+3,853
1447
$221K ﹤0.01%
+6,950
1448
$221K ﹤0.01%
9,466
+250
1449
$221K ﹤0.01%
20,505
+1,248
1450
$221K ﹤0.01%
16,240
+2,891
56 57
58
59 60