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
401
$3.51M 0.04%
110,094
+9,410
402
$3.5M 0.04%
243,649
+23,602
403
$3.5M 0.04%
9,302
+256
404
$3.49M 0.04%
20,593
+1,319
405
$3.47M 0.04%
114,289
+17,738
406
$3.47M 0.04%
173,224
-11,442
407
$3.46M 0.04%
56,602
+30,806
408
$3.45M 0.04%
132,753
+4,027
409
$3.43M 0.04%
31,090
+2,502
410
$3.4M 0.04%
29,139
+2,192
411
$3.4M 0.04%
102,295
+5,180
412
$3.4M 0.04%
69,620
+123
413
$3.4M 0.04%
58,080
+6,518
414
$3.4M 0.04%
63,173
+15,057
415
$3.38M 0.04%
189,187
+14,725
416
$3.36M 0.04%
176,543
+6,620
417
$3.35M 0.04%
84,408
-4,057
418
$3.35M 0.04%
81,267
+10,496
419
$3.32M 0.04%
21,282
-105
420
$3.31M 0.04%
34,621
+6,431
421
$3.31M 0.04%
183,175
-4,623
422
$3.31M 0.04%
123,198
+1,838
423
$3.29M 0.04%
19,729
+3,498
424
$3.26M 0.04%
43,672
-5,512
425
$3.25M 0.04%
48,291
-6,244
15 16
17
18 19