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
1826
– –
-7,899
1827
– –
-2,611
1828
– –
-19,308
1829
– –
-12,731
1830
– –
-1,395
1831
– –
-8,597
1832
– –
-11,644
1833
– –
-51,093
1834
– –
-13,906
1835
– –
-5,699
1836
– –
-11,764
1837
– –
-22,070
1838
– –
-20,251
1839
– –
-16,644
1840
– –
-9,986
1841
– –
-7,928
1842
– –
-403,256
1843
– –
-12,513
1844
– –
-15,865
1845
– –
-10,025
1846
– –
-15,726
1847
– –
-14,163
1848
– –
-19,556
1849
– –
-9,369
1850
– –
-2,885
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