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
1526
$175K ﹤0.01%
18,452
-2,598
1527
$174K ﹤0.01%
11,948
-528
1528
$172K ﹤0.01%
11,718
+1,262
1529
$172K ﹤0.01%
12,691
+766
1530
$171K ﹤0.01%
50,762
+5,580
1531
$171K ﹤0.01%
19,291
-116
1532
$171K ﹤0.01%
19,374
-1,160
1533
$168K ﹤0.01%
11,270
-5,300
1534
$166K ﹤0.01%
33,890
-5,250
1535
$166K ﹤0.01%
15,355
-586
1536
$166K ﹤0.01%
25,928
+94
1537
$164K ﹤0.01%
36,915
1538
$164K ﹤0.01%
10,268
-423
1539
$162K ﹤0.01%
10,265
+84
1540
$161K ﹤0.01%
+11,149
1541
$160K ﹤0.01%
+11,567
1542
$159K ﹤0.01%
13,076
1543
$155K ﹤0.01%
15,058
+566
1544
$154K ﹤0.01%
10,097
-918
1545
$153K ﹤0.01%
34,479
-1,305
1546
$152K ﹤0.01%
+10,926
1547
$152K ﹤0.01%
+10,571
1548
$151K ﹤0.01%
15,917
+670
1549
$151K ﹤0.01%
14,853
+1,022
1550
$148K ﹤0.01%
10,513
-157
60 61
62
63 64