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
501
$2.6M 0.03%
106,528
+52,891
502
$2.58M 0.03%
73,221
+14,617
503
$2.57M 0.03%
15,254
+958
504
$2.57M 0.03%
34,897
+6,550
505
$2.55M 0.03%
159,180
-14,550
506
$2.52M 0.03%
87,324
+23,886
507
$2.52M 0.03%
49,034
-10,728
508
$2.51M 0.03%
34,793
-926
509
$2.51M 0.03%
110,580
+4,250
510
$2.5M 0.03%
154,766
+119,384
511
$2.47M 0.03%
30,304
+244
512
$2.47M 0.03%
366,752
-34,035
513
$2.47M 0.03%
65,069
+733
514
$2.46M 0.03%
36,553
-1,940
515
$2.45M 0.03%
36,955
+3,895
516
$2.44M 0.03%
44,108
+7,954
517
$2.43M 0.03%
191,819
-116,828
518
$2.43M 0.03%
32,355
+1,739
519
$2.42M 0.03%
177,687
-45,547
520
$2.42M 0.03%
50,728
+38,699
521
$2.4M 0.03%
489,228
+9,785
522
$2.39M 0.03%
76,445
+49,485
523
$2.38M 0.03%
49,826
+1,029
524
$2.38M 0.03%
69,434
-922
525
$2.37M 0.03%
45,143
+5,674
19 20
21
22 23