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 4.42%
2 Consumer Staples 3.83%
3 Healthcare 3.8%
4 Financials 3.59%
5 Communication Services 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
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-40,164
1852
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-39,902
1853
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-78,136
1854
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-752
1855
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1856
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-22,454
1857
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-19,839
1858
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-19,410
1859
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-73,077
1860
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-8,110
1861
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-110,356
1862
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-5,382
1863
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-9,850
1864
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-163
1865
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-146,678
1866
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-78,878
1867
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-4,498
1868
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-27,596
1869
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-9
1870
– –
-29,968
1871
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-21,099
1872
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-25,741
1873
– –
-5,141
1874
– –
-3,957
1875
– –
-10,948
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