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
626
$1.81M 0.02%
19,487
+3,894
627
$1.81M 0.02%
58,666
+15,271
628
$1.81M 0.02%
65,689
+13,061
629
$1.79M 0.02%
13,096
+775
630
$1.78M 0.02%
64,390
-42,533
631
$1.78M 0.02%
41,490
-476
632
$1.78M 0.02%
184,537
+5,583
633
$1.77M 0.02%
28,980
-46,598
634
$1.77M 0.02%
57,360
-11,344
635
$1.76M 0.02%
27,850
+1,230
636
$1.75M 0.02%
114,654
+9,744
637
$1.75M 0.02%
90,953
+24,248
638
$1.74M 0.02%
21,429
+1,220
639
$1.73M 0.02%
24,886
+3,803
640
$1.73M 0.02%
16,900
+2,635
641
$1.72M 0.02%
49,750
+23,145
642
$1.72M 0.02%
19,457
+4,707
643
$1.72M 0.02%
57,187
+15,123
644
$1.71M 0.02%
119,440
-311,340
645
$1.7M 0.02%
18,652
+894
646
$1.69M 0.02%
33,163
+2,396
647
$1.68M 0.02%
54,894
+9,265
648
$1.68M 0.02%
11,497
+4,470
649
$1.67M 0.02%
34,254
+2,541
650
$1.66M 0.02%
91,946
-6,067
24 25
26
27 28