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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
1751
– –
-18,826
1752
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-11,843
1753
– –
-14,853
1754
– –
-43,710
1755
– –
-298,802
1756
– –
-15
1757
– –
-30,945
1758
– –
-10,000
1759
– –
-6,615
1760
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-4,183
1761
– –
-9,369
1762
– –
-2,885
1763
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-4,318
1764
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-12,799
1765
– –
-752
1766
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-15,394
1767
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-13,355
1768
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-169
1769
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-9
1770
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-29,968
1771
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-5,141
1772
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-3,957
1773
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-11,122
1774
– –
-48,961
1775
– –
-50,915
69 70
71
72 73