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
176
$5.64M 0.11%
326,641
+234,263
177
$5.64M 0.11%
116,029
-36,287
178
$5.62M 0.11%
76,409
+3,242
179
$5.6M 0.11%
64,158
-3,663
180
$5.6M 0.1%
199,480
-19,865
181
$5.58M 0.1%
263,419
+76,948
182
$5.56M 0.1%
54,834
+9,312
183
$5.55M 0.1%
40,598
+3,031
184
$5.53M 0.1%
114,665
+40,671
185
$5.48M 0.1%
190,930
-402
186
$5.43M 0.1%
192,032
-10,491
187
$5.43M 0.1%
324,710
+6,765
188
$5.42M 0.1%
231,955
+27,600
189
$5.41M 0.1%
118,676
-500
190
$5.4M 0.1%
131,430
+4,237
191
$5.4M 0.1%
195,354
+10,406
192
$5.38M 0.1%
22,761
+19,776
193
$5.36M 0.1%
67,954
+6,811
194
$5.34M 0.1%
75,046
+12,759
195
$5.22M 0.1%
189,219
+1,524
196
$5.18M 0.1%
229,184
+81,265
197
$5.17M 0.1%
47,745
-11,633
198
$5.16M 0.1%
243,710
+109,050
199
$5.15M 0.1%
121,244
+64,324
200
$5.14M 0.1%
114,936
+3,892
6 7
8
9 10