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
1476
$211K ﹤0.01%
5,618
-941
1477
$211K ﹤0.01%
7,706
+237
1478
$210K ﹤0.01%
256
-20
1479
$209K ﹤0.01%
5,098
-781
1480
$208K ﹤0.01%
8,690
-689
1481
$208K ﹤0.01%
+7,212
1482
$208K ﹤0.01%
5,323
-459
1483
$207K ﹤0.01%
1,558
+170
1484
$205K ﹤0.01%
+6,681
1485
$205K ﹤0.01%
+8,707
1486
$204K ﹤0.01%
11,323
-1,433
1487
$204K ﹤0.01%
+1,658
1488
$204K ﹤0.01%
4,661
1489
$204K ﹤0.01%
+7,187
1490
$204K ﹤0.01%
15,032
+4,782
1491
$204K ﹤0.01%
+8,022
1492
$204K ﹤0.01%
+4,089
1493
$203K ﹤0.01%
+5,020
1494
$203K ﹤0.01%
38,693
+2,142
1495
$203K ﹤0.01%
13,178
+129
1496
$203K ﹤0.01%
+3,172
1497
$203K ﹤0.01%
+3,848
1498
$203K ﹤0.01%
8,514
-114
1499
$202K ﹤0.01%
873
-48
1500
$202K ﹤0.01%
3,839
+259
58 59
60
61 62