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
1651
$14K ﹤0.01%
3,442
1652
$14K ﹤0.01%
19,999
+9,999
1653
$10K ﹤0.01%
1,567
+217
1654
$9K ﹤0.01%
12,622
1655
$5K ﹤0.01%
1,020
-120
1656
– –
0
1657
$1K ﹤0.01%
21
-50
1658
– –
-61,314
1659
– –
-16,115
1660
– –
-5,804
1661
– –
-2,463
1662
– –
-3,162
1663
– –
-40,760
1664
– –
-2,700
1665
– –
-4,004
1666
– –
-25,256
1667
– –
-1,237
1668
– –
-3,434
1669
– –
-14,384
1670
– –
-11,122
1671
– –
-48,961
1672
– –
-50,915
1673
– –
-9,244
1674
– –
-7,340
1675
– –
-7,267
65 66
67
68 69