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
1776
– –
-4,794
1777
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-14,792
1778
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-16,587
1779
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-26,146
1780
– –
-8,796
1781
– –
-12,956
1782
– –
-12,185
1783
– –
-13,603
1784
– –
-11,250
1785
– –
-8,758
1786
– –
-34,120
1787
– –
-42,918
1788
– –
-1,351
1789
– –
-71,326
1790
– –
-659,552
1791
– –
-309
1792
– –
-8,698
1793
– –
-60,610
1794
– –
-5,850
1795
– –
-28,526
1796
– –
-12,615
1797
– –
-36,603
1798
– –
-14,211
1799
– –
-27,910
1800
– –
-18,826
70 71
72
73 74