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
601
$1.93M 0.02%
42,588
+16,454
602
$1.91M 0.02%
17,822
+6,759
603
$1.91M 0.02%
130,837
+8,738
604
$1.9M 0.02%
28,652
-73,890
605
$1.9M 0.02%
123,202
+17,384
606
$1.9M 0.02%
51,129
+41,856
607
$1.9M 0.02%
1,449
+363
608
$1.9M 0.02%
47,833
-35,731
609
$1.9M 0.02%
42,031
+9,663
610
$1.89M 0.02%
51,700
+3,470
611
$1.89M 0.02%
16,681
+12,508
612
$1.88M 0.02%
30,029
-4,787
613
$1.88M 0.02%
63,259
+30,245
614
$1.87M 0.02%
75,036
+38,683
615
$1.87M 0.02%
+183,680
616
$1.85M 0.02%
28,720
+10,843
617
$1.85M 0.02%
265,794
-15,979
618
$1.85M 0.02%
77,004
+15,246
619
$1.84M 0.02%
5,785
-163
620
$1.84M 0.02%
107,280
+10,711
621
$1.84M 0.02%
57,985
+21,579
622
$1.83M 0.02%
133,513
+33,531
623
$1.82M 0.02%
16,281
+12,961
624
$1.82M 0.02%
23,661
-382
625
$1.82M 0.02%
8,489
+314
23 24
25
26 27