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
426
$3.25M 0.04%
171,430
+21,302
427
$3.23M 0.04%
35,221
-3,376
428
$3.23M 0.04%
22,639
+4,963
429
$3.22M 0.04%
32,461
-7,295
430
$3.22M 0.04%
84,637
+36,183
431
$3.21M 0.04%
239,861
-18,918
432
$3.18M 0.04%
32,807
+1,038
433
$3.17M 0.04%
49,802
+3,464
434
$3.16M 0.04%
13,477
+595
435
$3.14M 0.04%
23,897
-677
436
$3.13M 0.04%
19,137
+3,321
437
$3.13M 0.04%
42,929
+3,007
438
$3.12M 0.04%
31,084
-1,418
439
$3.12M 0.04%
75,924
-6,086
440
$3.12M 0.04%
75,557
+15,322
441
$3.11M 0.04%
130,707
+17,299
442
$3.1M 0.04%
57,112
+7,598
443
$3.08M 0.04%
84,039
+20,415
444
$3.04M 0.04%
48,747
+26,965
445
$3.04M 0.04%
59,641
+7,366
446
$3.02M 0.04%
100,836
+19,345
447
$3.02M 0.04%
64,962
+4,702
448
$3.01M 0.04%
61,564
+255
449
$2.99M 0.04%
51,317
+4,080
450
$2.98M 0.04%
50,593
+1,569
16 17
18
19 20