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
201
$5.12M 0.1%
82,351
+29,953
202
$5.12M 0.1%
43,024
+3,143
203
$5.08M 0.1%
49,170
+2,239
204
$5.04M 0.09%
56,970
-4,443
205
$5.04M 0.09%
80,609
+7,299
206
$4.97M 0.09%
13,064
-337
207
$4.92M 0.09%
90,959
+6,831
208
$4.83M 0.09%
479,221
+73,869
209
$4.77M 0.09%
206,920
+1,325
210
$4.69M 0.09%
45,274
-427
211
$4.67M 0.09%
210,900
+41,506
212
$4.67M 0.09%
76,716
+2,289
213
$4.63M 0.09%
497,616
-30,446
214
$4.58M 0.09%
62,450
-1,860
215
$4.58M 0.09%
67,078
+12,673
216
$4.58M 0.09%
221,210
-26,064
217
$4.57M 0.09%
62,007
-10,250
218
$4.54M 0.09%
88,466
-5,747
219
$4.52M 0.08%
92,478
+4,467
220
$4.5M 0.08%
155,091
+19,234
221
$4.49M 0.08%
58,848
+2,205
222
$4.49M 0.08%
505,398
-31,554
223
$4.48M 0.08%
43,030
+8,313
224
$4.47M 0.08%
86,470
-13,307
225
$4.45M 0.08%
36,637
+619
7 8
9
10 11