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
576
$2.08M 0.02%
74,054
+1,181
577
$2.08M 0.02%
29,929
+10,219
578
$2.08M 0.02%
109,591
-17,930
579
$2.07M 0.02%
59,667
+29,282
580
$2.06M 0.02%
30,687
-4,161
581
$2.06M 0.02%
58,176
+6,020
582
$2.05M 0.02%
24,152
+535
583
$2.04M 0.02%
37,002
+21,976
584
$2.04M 0.02%
129,819
-2,301
585
$2.04M 0.02%
82,535
+2,640
586
$2.03M 0.02%
22,181
-5,190
587
$2.02M 0.02%
16,292
-1,930
588
$2.02M 0.02%
18,962
+4,316
589
$2.02M 0.02%
+206,361
590
$2.01M 0.02%
43,376
+12,752
591
$1.99M 0.02%
26,847
-1,336
592
$1.99M 0.02%
+121,205
593
$1.97M 0.02%
38,772
+8,793
594
$1.96M 0.02%
81,387
-1,356
595
$1.95M 0.02%
59,030
+14,258
596
$1.95M 0.02%
32,914
-1,156
597
$1.94M 0.02%
29,014
+13,894
598
$1.94M 0.02%
48,283
+4,941
599
$1.93M 0.02%
17,357
-12,019
600
$1.93M 0.02%
20,142
+13,412
22 23
24
25 26