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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
1826
– –
-60,610
1827
– –
-5,850
1828
– –
-28,526
1829
– –
-12,615
1830
– –
-36,603
1831
– –
-14,211
1832
– –
-27,910
1833
– –
-36,120
1834
– –
-4,979
1835
– –
-243,710
1836
– –
-12,980
1837
– –
-24,095
1838
– –
-16,157
1839
– –
-6,382
1840
– –
-3,558
1841
– –
-5,478
1842
– –
-29,355
1843
– –
-4,325
1844
– –
-8,655
1845
– –
-26,623
1846
– –
-28,704
1847
– –
-13,240
1848
– –
-1,741
1849
– –
-7,899
1850
– –
-2,611
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