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
1726
– –
-14,211
1727
– –
-27,910
1728
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-18,826
1729
– –
-11,843
1730
– –
-36,120
1731
– –
-14,853
1732
– –
-4,979
1733
– –
-43,710
1734
– –
-298,802
1735
– –
-2,978
1736
– –
-26,278
1737
– –
-15,394
1738
– –
-70,880
1739
– –
-65,855
1740
– –
-16,750
1741
– –
-13,355
1742
– –
-1,300
1743
– –
-13,697
1744
– –
-35,410
1745
– –
-2,233
1746
– –
-3,520
1747
– –
-56,009
1748
– –
-3,414,476
1749
– –
-158,933
1750
– –
-47,581
68 69
70
71 72