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
$8.5B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,213
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$19.7M
3
+$19M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$17M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$14.8M

Top Sells

1
+$13M
2
+$12.9M
3
+$7.25M
4
GLD icon
SPDR Gold Trust
GLD
+$6.83M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$6.38M

Sector Composition

1 Technology 5.27%
2 Financials 4.79%
3 Healthcare 4%
4 Industrials 3.91%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.55M 0.08%
120,048
-4,150
252
$6.48M 0.08%
215,747
+390
253
$6.38M 0.08%
172,806
+1,836
254
$6.34M 0.07%
272,656
+45,008
255
$6.33M 0.07%
63,918
-4,882
256
$6.31M 0.07%
44,552
-176
257
$6.27M 0.07%
110,281
+6,336
258
$6.26M 0.07%
89,429
-16,462
259
$6.26M 0.07%
187,546
-4,524
260
$6.22M 0.07%
46,358
+967
261
$6.17M 0.07%
177,481
+49,228
262
$6.17M 0.07%
27,433
+95
263
$6.13M 0.07%
81,249
+11,036
264
$6.12M 0.07%
513,297
-1,006
265
$6.1M 0.07%
290,529
-7,266
266
$6.1M 0.07%
95,229
+709
267
$6.09M 0.07%
264,465
+18,882
268
$6.07M 0.07%
47,417
+229
269
$6.05M 0.07%
38,634
+2,071
270
$6.04M 0.07%
232,695
+205
271
$6.02M 0.07%
67,551
+11,154
272
$6M 0.07%
141,242
+129,890
273
$5.95M 0.07%
195,521
+73,282
274
$5.92M 0.07%
3,405
+288
275
$5.87M 0.07%
108,799
+5,907
9 10
11
12 13