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
151
$6.59M 0.12%
261,414
+9,072
152
$6.48M 0.12%
173,620
-36,721
153
$6.45M 0.12%
592,566
+144,177
154
$6.45M 0.12%
58,044
-170
155
$6.43M 0.12%
119,088
+5,364
156
$6.37M 0.12%
64,128
+12,940
157
$6.32M 0.12%
220,357
+66,762
158
$6.27M 0.12%
54,935
-508
159
$6.24M 0.12%
127,845
-632,745
160
$6.23M 0.12%
245,468
+5,133
161
$6.13M 0.11%
242,684
+44,851
162
$6.11M 0.11%
101,817
-25,974
163
$6.1M 0.11%
35,337
+4,982
164
$6.02M 0.11%
167,537
+2,595
165
$5.97M 0.11%
89,169
+4,749
166
$5.95M 0.11%
51,539
+1,993
167
$5.89M 0.11%
170,614
+7,680
168
$5.87M 0.11%
70,898
-1,257
169
$5.82M 0.11%
48,587
+679
170
$5.78M 0.11%
130,761
-1,744
171
$5.76M 0.11%
272,471
+88,305
172
$5.75M 0.11%
149,600
-2,863
173
$5.71M 0.11%
181,584
+28,137
174
$5.7M 0.11%
116,986
+9,682
175
$5.67M 0.11%
68,950
-2,035
5 6
7
8 9