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
1851
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-23,918
1852
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-9,443
1853
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-15,267
1854
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-3,894
1855
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-72,155
1856
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-1,029
1857
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-9,621
1858
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-65,855
1859
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-7,643
1860
– –
-18,034
1861
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-27,354
1862
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-9,195
1863
– –
-11,544
1864
– –
-39,525
1865
– –
-12,799
1866
– –
-5,021
1867
– –
-39,902
1868
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-78,136
1869
– –
-752
1870
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-26,278
1871
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-15,394
1872
– –
-70,880
1873
– –
-16,750
1874
– –
-13,355
1875
– –
-169
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