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
276
$5.87M 0.07%
86,970
+8,924
277
$5.84M 0.07%
33,339
+6,663
278
$5.79M 0.07%
40,634
+26,041
279
$5.78M 0.07%
39,554
+1,646
280
$5.78M 0.07%
45,247
-27,392
281
$5.77M 0.07%
55,212
+1,529
282
$5.75M 0.07%
180,366
-2,334
283
$5.74M 0.07%
82,375
+1,197
284
$5.73M 0.07%
28,144
-24
285
$5.71M 0.07%
45,438
+2,721
286
$5.69M 0.07%
177,611
+25,622
287
$5.68M 0.07%
54,205
+1,699
288
$5.65M 0.07%
261,654
+8,739
289
$5.63M 0.07%
51,076
-5,790
290
$5.5M 0.06%
91,722
+7,105
291
$5.49M 0.06%
35,176
+28,453
292
$5.48M 0.06%
172,460
-7,522
293
$5.45M 0.06%
296,976
+32,577
294
$5.35M 0.06%
81,938
+2,765
295
$5.33M 0.06%
256,950
+6,825
296
$5.27M 0.06%
127,244
+20,685
297
$5.21M 0.06%
118,700
+5,780
298
$5.2M 0.06%
93,974
+4,844
299
$5.18M 0.06%
115,528
+105,100
300
$5.17M 0.06%
87,878
+8,457
10 11
12
13 14