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
126
$8.29M 0.16%
204,195
+13,923
127
$8.24M 0.15%
152,899
+22,709
128
$8.14M 0.15%
117,998
+17,049
129
$8.04M 0.15%
50,260
-2,484
130
$7.86M 0.15%
149,876
-8,732
131
$7.74M 0.15%
125,250
+8,023
132
$7.7M 0.14%
159,191
+41,528
133
$7.63M 0.14%
30,506
+7
134
$7.61M 0.14%
72,689
-814
135
$7.55M 0.14%
545,476
+29,780
136
$7.48M 0.14%
828,078
+220,482
137
$7.47M 0.14%
180,890
+51,417
138
$7.42M 0.14%
46,367
+1,167
139
$7.37M 0.14%
136,304
-11,668
140
$7.34M 0.14%
84,947
+5,157
141
$7.11M 0.13%
448,529
-24,886
142
$7.11M 0.13%
203,942
+31,143
143
$7.1M 0.13%
92,704
+14,172
144
$6.94M 0.13%
188,112
+155,095
145
$6.81M 0.13%
442,796
-91,408
146
$6.79M 0.13%
135,474
-4,907
147
$6.78M 0.13%
466,875
+78,471
148
$6.62M 0.12%
244,901
+42,240
149
$6.61M 0.12%
164,032
+34,433
150
$6.6M 0.12%
226,842
-6,002
4 5
6
7 8