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
526
$2.37M 0.03%
45,496
+12,684
527
$2.37M 0.03%
46,454
-1,816
528
$2.36M 0.03%
57,255
+3,899
529
$2.35M 0.03%
+87,963
530
$2.35M 0.03%
130,865
531
$2.35M 0.03%
163,043
+111,759
532
$2.35M 0.03%
61,362
+2,564
533
$2.34M 0.03%
125,303
-2,396
534
$2.34M 0.03%
12,330
+1,737
535
$2.33M 0.03%
69,037
+8,773
536
$2.33M 0.03%
20,261
+48
537
$2.33M 0.03%
90,550
-6,640
538
$2.32M 0.03%
57,600
+100
539
$2.31M 0.03%
30,145
-1,416
540
$2.31M 0.03%
44,826
+21,792
541
$2.31M 0.03%
88,649
-7,039
542
$2.31M 0.03%
38,189
+9,028
543
$2.31M 0.03%
114,398
+7,226
544
$2.29M 0.03%
119,988
+36,415
545
$2.28M 0.03%
72,899
-23,297
546
$2.27M 0.03%
15,556
+114
547
$2.27M 0.03%
150,983
+25,022
548
$2.26M 0.03%
101,601
+31,076
549
$2.26M 0.03%
204,507
-3,812
550
$2.25M 0.03%
23,728
+1,450
20 21
22
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