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
1576
$123K ﹤0.01%
17,717
+3,263
1577
$123K ﹤0.01%
5,230
-3,534
1578
$117K ﹤0.01%
13,428
-607
1579
$114K ﹤0.01%
13,619
-2,552
1580
$113K ﹤0.01%
15,805
-11,237
1581
$111K ﹤0.01%
11,900
1582
$110K ﹤0.01%
+10,854
1583
$109K ﹤0.01%
2,489
+2
1584
$109K ﹤0.01%
327
+41
1585
$108K ﹤0.01%
12,600
+1,000
1586
$108K ﹤0.01%
10,609
-659
1587
$108K ﹤0.01%
60,824
-4,431
1588
$104K ﹤0.01%
12,516
-1,950
1589
$99K ﹤0.01%
13,759
-2,137
1590
$97K ﹤0.01%
45,862
+7,194
1591
$96K ﹤0.01%
19,725
+201
1592
$96K ﹤0.01%
17,991
-5,808
1593
$94K ﹤0.01%
19,010
1594
$93K ﹤0.01%
11,180
-1,828
1595
$92K ﹤0.01%
32,834
+3,831
1596
$91K ﹤0.01%
22,130
-8,305
1597
$89K ﹤0.01%
5,502
-220
1598
$83K ﹤0.01%
+19,132
1599
$81K ﹤0.01%
1
1600
$79K ﹤0.01%
14,195
+100
62 63
64
65 66