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
1501
$202K ﹤0.01%
+5,709
1502
$201K ﹤0.01%
3,654
-1,276
1503
$201K ﹤0.01%
+2,748
1504
$201K ﹤0.01%
15,739
-1,318
1505
$201K ﹤0.01%
+2,552
1506
$200K ﹤0.01%
+5,498
1507
$198K ﹤0.01%
16,399
+1,043
1508
$198K ﹤0.01%
10,534
+88
1509
$197K ﹤0.01%
12,612
-7,897
1510
$193K ﹤0.01%
13,564
+899
1511
$193K ﹤0.01%
14,894
+1,130
1512
$193K ﹤0.01%
15,731
+1,500
1513
$192K ﹤0.01%
19,011
-17,163
1514
$192K ﹤0.01%
10,843
-393
1515
$191K ﹤0.01%
+10,012
1516
$188K ﹤0.01%
+13,900
1517
$185K ﹤0.01%
12,937
-6,951
1518
$182K ﹤0.01%
+10,786
1519
$181K ﹤0.01%
23,463
+665
1520
$180K ﹤0.01%
34,746
+1,903
1521
$179K ﹤0.01%
18,647
+17
1522
$178K ﹤0.01%
+14,971
1523
$178K ﹤0.01%
10,400
-1,000
1524
$177K ﹤0.01%
18,661
+1,822
1525
– –
0
59 60
61
62 63