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 4.44%
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
1726
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-11,200
1727
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-10,732
1728
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-3,000
1729
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-2,065
1730
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1731
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-6,182
1732
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-3,770
1733
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-29,702
1734
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-14,182
1735
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-2,978
1736
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-26,278
1737
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-15,394
1738
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-70,880
1739
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-65,855
1740
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-16,750
1741
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-13,355
1742
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-1,300
1743
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-13,697
1744
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-35,410
1745
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1746
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-3,520
1747
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-56,009
1748
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-3,414,476
1749
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-158,933
1750
– –
-47,581
68 69
70
71 72