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
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-11,471
1777
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-4,794
1778
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-14,792
1779
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-16,587
1780
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-26,146
1781
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-8,796
1782
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-12,956
1783
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-12,185
1784
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-13,603
1785
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-11,250
1786
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-8,758
1787
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-34,120
1788
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-42,918
1789
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-1,351
1790
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-71,326
1791
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-659,552
1792
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-309
1793
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-8,698
1794
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-14,182
1795
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-60,610
1796
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-5,850
1797
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-28,526
1798
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-12,615
1799
– –
-36,603
1800
– –
-14,211
70 71
72
73 74