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
1851
– –
-19,308
1852
– –
-12,731
1853
– –
-1,395
1854
– –
-8,597
1855
– –
-11,644
1856
– –
-51,093
1857
– –
-13,906
1858
– –
-5,699
1859
– –
-11,764
1860
– –
-22,070
1861
– –
-20,251
1862
– –
-16,644
1863
– –
-9,986
1864
– –
-7,928
1865
– –
-403,256
1866
– –
-12,513
1867
– –
-15,865
1868
– –
-10,025
1869
– –
-15,726
1870
– –
-14,163
1871
– –
-19,556
1872
– –
-23,918
1873
– –
-9,443
1874
– –
-15,267
1875
– –
-3,894
71 72 73 74
75