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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
1801
– –
-10,879
1802
– –
-15,745
1803
– –
-73,272
1804
– –
-22,007
1805
– –
-43,593
1806
– –
-623
1807
– –
-454,740
1808
– –
-24,754
1809
– –
-11,471
1810
– –
-4,794
1811
– –
-16,587
1812
– –
-26,146
1813
– –
-8,796
1814
– –
-12,956
1815
– –
-13,603
1816
– –
-11,250
1817
– –
-8,758
1818
– –
-34,120
1819
– –
-42,918
1820
– –
-1,351
1821
– –
-71,326
1822
– –
-659,552
1823
– –
-309
1824
– –
-8,698
1825
– –
-14,182
71 72
73
74 75