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
351
$4.21M 0.05%
202,132
+36,264
352
$4.21M 0.05%
119,281
+12,863
353
$4.18M 0.05%
170,539
+31,261
354
$4.18M 0.05%
229,401
+163,974
355
$4.17M 0.05%
36,455
+1,115
356
$4.16M 0.05%
81,315
-1,588
357
$4.09M 0.05%
66,772
+91
358
$4.08M 0.05%
30,376
+2,494
359
$4.08M 0.05%
144,951
+8,991
360
$4.06M 0.05%
93,565
+5,036
361
$4.06M 0.05%
61,975
-1,291
362
$4.05M 0.05%
84,363
+9,696
363
$4.05M 0.05%
71,430
+6,085
364
$4.04M 0.05%
150,920
+24,655
365
$4.04M 0.05%
84,836
-8,980
366
$4.03M 0.05%
76,302
-2,069
367
$4M 0.05%
65,788
+4,167
368
$3.97M 0.05%
31,192
+2,585
369
$3.96M 0.05%
80,306
+39,020
370
$3.93M 0.05%
110,903
+7,404
371
$3.93M 0.05%
79,029
+9,112
372
$3.9M 0.05%
131,340
-170
373
$3.9M 0.05%
37,350
+2,459
374
$3.89M 0.05%
211,410
+32,130
375
$3.87M 0.05%
22,512
+992
13 14
15
16 17