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
1626
$44K ﹤0.01%
+10,322
1627
$42K ﹤0.01%
276
+13
1628
$42K ﹤0.01%
920
-25
1629
$41K ﹤0.01%
22,300
-500
1630
$39K ﹤0.01%
+10,853
1631
$38K ﹤0.01%
30,125
1632
– –
0
1633
$35K ﹤0.01%
52,352
-35,908
1634
$32K ﹤0.01%
13
1635
$30K ﹤0.01%
48
1636
$28K ﹤0.01%
10,735
-1,000
1637
$27K ﹤0.01%
515
1638
$27K ﹤0.01%
132
1639
$27K ﹤0.01%
+1
1640
$27K ﹤0.01%
18,784
-426
1641
$26K ﹤0.01%
193
1642
$26K ﹤0.01%
1,531
+539
1643
$25K ﹤0.01%
3,419
1644
$24K ﹤0.01%
17,251
1645
– –
0
1646
$21K ﹤0.01%
20,130
1647
$21K ﹤0.01%
560
-440
1648
$18K ﹤0.01%
1,200
1649
$18K ﹤0.01%
1,388
+200
1650
$18K ﹤0.01%
1
64 65
66
67 68