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
1601
$79K ﹤0.01%
+71
1602
$78K ﹤0.01%
17,505
1603
$77K ﹤0.01%
26,919
-3,000
1604
$76K ﹤0.01%
+11,354
1605
$76K ﹤0.01%
+10,501
1606
$74K ﹤0.01%
16,079
-118
1607
$73K ﹤0.01%
18,725
-4,700
1608
$72K ﹤0.01%
+10,902
1609
$71K ﹤0.01%
26,675
+102
1610
$70K ﹤0.01%
19,993
-7,700
1611
$68K ﹤0.01%
+235
1612
$68K ﹤0.01%
10,758
-864
1613
$67K ﹤0.01%
21,266
+7,144
1614
$66K ﹤0.01%
10,000
-2,000
1615
$65K ﹤0.01%
3,553
+533
1616
$62K ﹤0.01%
10,234
-71,766
1617
$62K ﹤0.01%
19,424
+2,400
1618
$56K ﹤0.01%
+10,927
1619
$56K ﹤0.01%
11,058
-3
1620
$55K ﹤0.01%
10,000
1621
$51K ﹤0.01%
20,253
-200
1622
$48K ﹤0.01%
11,608
-50
1623
$47K ﹤0.01%
13,225
-2,000
1624
$45K ﹤0.01%
1,065
-71
1625
$44K ﹤0.01%
162
-20
63 64
65
66 67