Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
+$42.3M
2
+$21.9M
3
+$17.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$14.4M

Top Sells

1
+$96.5M
2
+$35.2M
3
+$30.9M
4
AMZN icon
Amazon
AMZN
+$19M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$19M

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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-7,643
1859
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-18,034
1860
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-27,354
1861
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-9,195
1862
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-11,544
1863
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-39,525
1864
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-12,799
1865
– –
-40,164
1866
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-39,902
1867
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-78,136
1868
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-752
1869
– –
-169
1870
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-22,454
1871
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-19,839
1872
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-19,410
1873
– –
-73,077
1874
– –
-8,110
1875
– –
-110,356
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