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
1676
– –
-3,957
1677
– –
-10,948
1678
– –
-61,314
1679
– –
-16,115
1680
– –
-5,804
1681
– –
-2,463
1682
– –
-3,162
1683
– –
-40,760
1684
– –
-2,700
1685
– –
-4,004
1686
– –
-25,256
1687
– –
-1,237
1688
– –
-3,434
1689
– –
-14,384
1690
– –
-11,122
1691
– –
-48,961
1692
– –
-50,915
1693
– –
-9,244
1694
– –
-7,340
1695
– –
-7,267
1696
– –
-140,000
1697
– –
-8,548
1698
– –
-23,098
1699
– –
-3,416
1700
– –
-5,765
66 67
68
69 70