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
376
$3.85M 0.05%
57,666
+9,129
377
$3.83M 0.05%
378,102
+26,714
378
$3.83M 0.05%
86,298
+4,465
379
$3.82M 0.05%
313,611
-1,101
380
$3.81M 0.04%
50,694
+799
381
$3.79M 0.04%
138,092
+36,544
382
$3.78M 0.04%
54,141
+1,321
383
$3.77M 0.04%
198,175
+5,069
384
$3.74M 0.04%
109,759
+13,183
385
$3.74M 0.04%
69,780
+50,863
386
$3.71M 0.04%
93,609
+15,186
387
$3.7M 0.04%
119,668
-8,610
388
$3.69M 0.04%
54,033
+9,996
389
$3.65M 0.04%
72,131
+10,513
390
$3.64M 0.04%
43,615
+13,005
391
$3.64M 0.04%
25,204
+1,806
392
$3.61M 0.04%
70,640
-41,763
393
$3.61M 0.04%
48,578
+6,457
394
$3.6M 0.04%
143,316
+43,039
395
$3.58M 0.04%
30,541
-1,731
396
$3.56M 0.04%
120,162
+79,969
397
$3.56M 0.04%
36,121
+3,359
398
$3.56M 0.04%
26,010
+1,557
399
$3.54M 0.04%
169,292
+31,847
400
$3.53M 0.04%
137,619
-20,918
14 15
16
17 18