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
551
$2.25M 0.03%
33,032
+4,791
552
$2.25M 0.03%
32,150
+28,168
553
$2.24M 0.03%
70,970
+2,541
554
$2.21M 0.03%
71,583
+60,542
555
$2.2M 0.03%
33,360
-1,858
556
$2.18M 0.03%
25,705
-8,277
557
$2.18M 0.03%
88,390
-941
558
$2.16M 0.03%
23,574
+3,828
559
$2.15M 0.03%
54,272
+4,712
560
$2.15M 0.03%
46,287
+13,794
561
$2.14M 0.03%
38,760
+13,605
562
$2.14M 0.03%
41,304
+5,550
563
$2.14M 0.03%
74,481
+16,175
564
$2.14M 0.03%
1,019,568
+187,834
565
$2.13M 0.03%
119,841
-1,093
566
$2.13M 0.03%
168,540
-450
567
$2.13M 0.03%
67,157
-7,696
568
$2.12M 0.03%
56,302
+3,993
569
$2.12M 0.02%
18,435
-520
570
$2.12M 0.02%
45,498
+9,286
571
$2.11M 0.02%
12,126
-251
572
$2.09M 0.02%
100,416
-5,437
573
$2.09M 0.02%
25,901
+2,439
574
$2.09M 0.02%
39,092
-3,797
575
$2.08M 0.02%
38,001
+1,033
21 22
23
24 25