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
476
$2.8M 0.03%
22,930
+11,944
477
$2.8M 0.03%
156,173
-1,864
478
$2.8M 0.03%
54,927
+5,527
479
$2.8M 0.03%
116,468
-8,902
480
$2.79M 0.03%
80,115
-147,250
481
$2.79M 0.03%
57,049
+6,944
482
$2.76M 0.03%
44,186
+28,812
483
$2.75M 0.03%
57,111
+4,401
484
$2.75M 0.03%
22,055
+5,737
485
$2.75M 0.03%
144,949
+16,710
486
$2.74M 0.03%
17,505
+131
487
$2.72M 0.03%
134,714
+9,016
488
$2.71M 0.03%
153,126
+24,858
489
$2.69M 0.03%
40,938
+18,685
490
$2.69M 0.03%
142,299
-9,466
491
$2.67M 0.03%
32,225
+23,514
492
$2.66M 0.03%
60,918
-5,141
493
$2.66M 0.03%
99,762
+6,154
494
$2.66M 0.03%
47,491
+9,148
495
$2.65M 0.03%
62,116
+16,656
496
$2.63M 0.03%
62,014
+8,551
497
$2.63M 0.03%
75,622
+5,218
498
$2.62M 0.03%
48,621
+4,551
499
$2.6M 0.03%
47,075
+3,410
500
$2.6M 0.03%
201,056
+12,032
18 19
20
21 22