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
326
$4.6M 0.05%
242,846
+8,906
327
$4.6M 0.05%
133,366
+64,864
328
$4.6M 0.05%
77,554
+49,420
329
$4.59M 0.05%
191,881
+1,410
330
$4.57M 0.05%
112,320
+2,388
331
$4.56M 0.05%
98,912
+20,496
332
$4.55M 0.05%
90,850
+250
333
$4.53M 0.05%
55,933
-158,680
334
$4.51M 0.05%
183,769
+9,189
335
$4.48M 0.05%
29,240
-230
336
$4.47M 0.05%
71,534
-776
337
$4.46M 0.05%
15
+2
338
$4.46M 0.05%
255,679
+158,449
339
$4.46M 0.05%
129,884
+35,049
340
$4.43M 0.05%
67,622
+16,398
341
$4.39M 0.05%
17,604
+3,807
342
$4.33M 0.05%
193,037
+8,731
343
$4.32M 0.05%
29,844
+626
344
$4.31M 0.05%
100,688
+4,173
345
$4.3M 0.05%
40,553
+6,840
346
$4.25M 0.05%
121,409
-7,747
347
$4.25M 0.05%
85,088
+11,603
348
$4.24M 0.05%
38,292
-18,092
349
$4.23M 0.05%
28,463
+951
350
$4.21M 0.05%
412,771
+8,942
12 13
14
15 16