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
26
$49.2M 0.58%
932,360
-18,538
27
$49.2M 0.58%
639,900
+175,097
28
$48.3M 0.57%
316,528
+73,252
29
$46.5M 0.55%
489,012
+55,226
30
$45M 0.53%
525,814
+37,939
31
$42.5M 0.5%
873,011
+41,595
32
$42.2M 0.5%
1,112,375
+186,440
33
$41.5M 0.49%
167,664
+39,094
34
$40.3M 0.47%
439,121
+22,001
35
$39.8M 0.47%
844,573
+48,936
36
$39M 0.46%
1,019,880
+119,368
37
$38.2M 0.45%
258,490
+93,041
38
$37.8M 0.44%
268,670
+8,636
39
$37.5M 0.44%
633,774
+5,089
40
$36.4M 0.43%
438,188
-87,337
41
$34.6M 0.41%
473,724
+69,410
42
$33.8M 0.4%
394,987
-260
43
$32.4M 0.38%
284,196
+55,137
44
$31.6M 0.37%
597,630
+29,495
45
$31M 0.37%
434,555
+49,558
46
$30.2M 0.35%
240,960
+6,537
47
$29.9M 0.35%
871,450
+11,455
48
$28.7M 0.34%
322,056
-3,190
49
$28M 0.33%
586,544
-45,622
50
$27.5M 0.32%
272,569
-45,018
1
2
3 4 5