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
1551
$147K ﹤0.01%
17,850
-2,000
1552
$147K ﹤0.01%
+11,208
1553
$145K ﹤0.01%
17,650
+1,030
1554
$144K ﹤0.01%
16,145
-1,236
1555
$143K ﹤0.01%
26,790
-1,640
1556
$143K ﹤0.01%
11,164
+97
1557
$142K ﹤0.01%
29,521
-60
1558
$140K ﹤0.01%
10,507
-400
1559
$140K ﹤0.01%
12,255
-74
1560
$140K ﹤0.01%
14,079
+79
1561
$139K ﹤0.01%
12,362
+79
1562
$139K ﹤0.01%
4,567
+23
1563
$139K ﹤0.01%
18,016
+692
1564
$139K ﹤0.01%
37,896
-13,835
1565
$138K ﹤0.01%
2,480
+161
1566
$138K ﹤0.01%
17,178
-2,927
1567
$138K ﹤0.01%
10,120
-554
1568
$136K ﹤0.01%
26,734
+4,600
1569
$135K ﹤0.01%
14,851
-1,212
1570
$134K ﹤0.01%
11,970
+123
1571
$132K ﹤0.01%
6,940
-3,324
1572
$127K ﹤0.01%
13,408
-3,312
1573
$125K ﹤0.01%
16,871
+3,225
1574
$125K ﹤0.01%
14,888
-8,756
1575
$124K ﹤0.01%
13,862
-13,138
61 62
63
64 65