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
451
$2.97M 0.04%
44,853
+5,204
452
$2.97M 0.03%
74,748
+48,568
453
$2.97M 0.03%
63,977
+9,046
454
$2.96M 0.03%
46,421
+17,868
455
$2.96M 0.03%
64,596
-9,612
456
$2.96M 0.03%
136,976
-189
457
$2.94M 0.03%
83,084
+12,786
458
$2.94M 0.03%
28,047
+349
459
$2.94M 0.03%
41,438
+4,191
460
$2.92M 0.03%
75,565
-17,515
461
$2.91M 0.03%
81,205
+41,708
462
$2.9M 0.03%
82,989
+10,804
463
$2.88M 0.03%
59,929
+8,192
464
$2.87M 0.03%
56,870
+10,188
465
$2.87M 0.03%
124,965
-13,836
466
$2.85M 0.03%
62,951
-7,305
467
$2.85M 0.03%
55,474
+39,156
468
$2.85M 0.03%
25,069
+647
469
$2.84M 0.03%
199,185
+19,271
470
$2.84M 0.03%
42,722
+2,196
471
$2.83M 0.03%
67,613
-4,403
472
$2.82M 0.03%
39,244
-37,402
473
$2.82M 0.03%
11,069
+2,773
474
$2.82M 0.03%
105,671
+4,649
475
$2.81M 0.03%
53,951
+11,745
17 18
19
20 21