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
1701
– –
-44,250
1702
– –
-36,820
1703
– –
-9,480
1704
– –
-11,562
1705
– –
-3,574
1706
– –
-240,063
1707
– –
-2,800
1708
– –
-25,774
1709
– –
-18,824
1710
– –
-1,225
1711
– –
-5,895
1712
– –
-11,200
1713
– –
-10,732
1714
– –
-3,000
1715
– –
-2,065
1716
– –
-18,292
1717
– –
-6,182
1718
– –
-3,770
1719
– –
-29,702
1720
– –
-14,182
1721
– –
-60,610
1722
– –
-5,850
1723
– –
-28,526
1724
– –
-12,615
1725
– –
-36,603
67 68
69
70 71