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
1451
$220K ﹤0.01%
19,675
-1,729
1452
$220K ﹤0.01%
4,102
-134
1453
$220K ﹤0.01%
12,280
+188
1454
$219K ﹤0.01%
17,050
-14,700
1455
$219K ﹤0.01%
24,300
1456
$218K ﹤0.01%
5,029
-170
1457
$218K ﹤0.01%
+15,269
1458
$217K ﹤0.01%
3,355
+109
1459
$217K ﹤0.01%
+3,432
1460
$217K ﹤0.01%
8,839
-1,892
1461
$216K ﹤0.01%
2,336
+39
1462
$215K ﹤0.01%
7,981
+944
1463
$215K ﹤0.01%
+2,529
1464
$215K ﹤0.01%
27,275
1465
$214K ﹤0.01%
+14,718
1466
$214K ﹤0.01%
+2,115
1467
$214K ﹤0.01%
49,860
-1,930
1468
$213K ﹤0.01%
+4,301
1469
$213K ﹤0.01%
16,029
-1,830
1470
$213K ﹤0.01%
+6,371
1471
$212K ﹤0.01%
+5,082
1472
$212K ﹤0.01%
8,220
-1,115
1473
$212K ﹤0.01%
+7,033
1474
$212K ﹤0.01%
4,800
-261
1475
$211K ﹤0.01%
3,961
-195
57 58
59
60 61