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
1801
– –
-11,843
1802
– –
-36,120
1803
– –
-14,853
1804
– –
-4,979
1805
– –
-43,710
1806
– –
-298,802
1807
– –
-15
1808
– –
-243,710
1809
– –
-12,980
1810
– –
-24,095
1811
– –
-16,157
1812
– –
-6,382
1813
– –
-30,945
1814
– –
-3,558
1815
– –
-5,478
1816
– –
-29,355
1817
– –
-4,325
1818
– –
-8,655
1819
– –
-26,623
1820
– –
-28,704
1821
– –
-13,240
1822
– –
-6,615
1823
– –
-4,183
1824
– –
-1,741
1825
– –
-7,899
71 72
73
74 75