Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$41.6M
2
+$20.5M
3
+$17.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$14.3M

Top Sells

1
+$96.5M
2
+$35.2M
3
+$30.1M
4
AMZN icon
Amazon
AMZN
+$19M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$18.8M

Sector Composition

1 Industrials 4.44%
2 Consumer Staples 3.83%
3 Healthcare 3.8%
4 Financials 3.59%
5 Communication Services 3.51%
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
– –
-22,454
1659
– –
-19,839
1660
– –
-19,410
1661
– –
-73,077
1662
– –
-8,110
1663
– –
-110,356
1664
– –
-5,382
1665
– –
-9,850
1666
– –
-163
1667
– –
-146,678
1668
– –
-78,878
1669
– –
-4,498
1670
– –
-27,596
1671
– –
-9
1672
– –
-29,968
1673
– –
-21,099
1674
– –
-25,741
1675
– –
-5,141
65 66
67
68 69