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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
1701
– –
-3,434
1702
– –
-14,384
1703
– –
-7,267
1704
– –
-140,000
1705
– –
-8,548
1706
– –
-5,765
1707
– –
-5,606
1708
– –
-10,384
1709
– –
-7,645
1710
– –
-9,550
1711
– –
-17,478
1712
– –
-33,274
1713
– –
-12,398
1714
– –
-15,852
1715
– –
-11,858
1716
– –
-35,410
1717
– –
-2,233
1718
– –
-7,021
1719
– –
-10,033
1720
– –
-32,012
1721
– –
-11,481
1722
– –
-44,250
1723
– –
-36,820
1724
– –
-9,480
1725
– –
-11,562
67 68
69
70 71