Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$290M 5.44%
1,412,713
+80,936
2
$200M 3.75%
4,357,915
+300,236
3
$116M 2.18%
516,012
+13,293
4
$97.5M 1.83%
1,796,194
+196,595
5
$88.1M 1.65%
1,108,332
+121,575
6
$88M 1.65%
1,088,889
+27,076
7
$68.2M 1.28%
591,136
+77,619
8
$65.4M 1.23%
1,828,747
-71,211
9
$63.1M 1.18%
658,152
+34,443
10
$60.7M 1.14%
271,764
+56,415
11
$57.2M 1.07%
634,099
+24,425
12
$48.9M 0.92%
1,338,031
+1,524
13
$47.8M 0.9%
354,769
-8,479
14
$45.4M 0.85%
299,616
-2,845
15
$44.7M 0.84%
538,296
+8,434
16
$44.6M 0.84%
2,221,753
+2,109,953
17
$42.4M 0.79%
357,490
+121,513
18
$42.1M 0.79%
1,309,821
+31,247
19
$40.7M 0.76%
778,352
+103,320
20
$38.6M 0.72%
453,317
+53,767
21
$38.4M 0.72%
849,840
-420,739
22
$35.8M 0.67%
520,894
+189,646
23
$34.7M 0.65%
300,884
+24,209
24
$34.4M 0.64%
710,997
+9,546
25
$33.2M 0.62%
395,269
+24,608
1
2 3 4 5