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
1726
– –
-44,250
1727
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-36,820
1728
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-9,480
1729
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-11,562
1730
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-3,574
1731
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-240,063
1732
– –
-2,800
1733
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-25,774
1734
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-18,824
1735
– –
-1,225
1736
– –
-5,895
1737
– –
-11,200
1738
– –
-10,732
1739
– –
-3,000
1740
– –
-2,065
1741
– –
-18,292
1742
– –
-6,182
1743
– –
-3,770
1744
– –
-29,702
1745
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-14,182
1746
– –
-2,978
1747
– –
-10,000
1748
– –
-56,009
1749
– –
-3,414,476
1750
– –
-158,933
68 69
70
71 72