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
301
$5.17M 0.06%
+64,352
302
$5.16M 0.06%
29,219
-1,424
303
$5.14M 0.06%
63,710
+9,089
304
$5.14M 0.06%
+120,914
305
$5.12M 0.06%
185,655
-209,388
306
$5.1M 0.06%
179,541
-8,368
307
$5.1M 0.06%
89,672
+8,680
308
$5.09M 0.06%
207,435
+42,449
309
$5.09M 0.06%
106,283
+67,224
310
$5.05M 0.06%
43,324
-29,305
311
$5.05M 0.06%
75,918
+8,354
312
$5.05M 0.06%
164,437
+54,067
313
$5.01M 0.06%
23,969
+7,324
314
$4.99M 0.06%
33,579
+3,298
315
$4.94M 0.06%
67,091
+15,895
316
$4.89M 0.06%
91,278
-4,046
317
$4.82M 0.06%
152,176
-11,024
318
$4.79M 0.06%
80,001
+26,953
319
$4.78M 0.06%
8,235
-15
320
$4.74M 0.06%
55,811
+1,349
321
$4.69M 0.06%
146,713
-9,865
322
$4.64M 0.05%
429,931
+45,373
323
$4.64M 0.05%
290,001
+39,335
324
$4.63M 0.05%
175,443
-12,663
325
$4.62M 0.05%
89,521
+20,836
11 12
13
14 15