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
651
$1.66M 0.02%
51,426
-3,995
652
$1.66M 0.02%
29,424
+4,272
653
$1.65M 0.02%
14,835
+8,849
654
$1.65M 0.02%
8,787
-289
655
$1.65M 0.02%
42,060
+6,822
656
$1.64M 0.02%
47,368
+4,260
657
$1.64M 0.02%
24,776
+6,370
658
$1.64M 0.02%
18,373
-3,071
659
$1.64M 0.02%
42,846
+7,092
660
$1.63M 0.02%
115,657
+10,586
661
$1.63M 0.02%
+8,445
662
$1.63M 0.02%
11,707
-40
663
$1.62M 0.02%
20,549
+3,877
664
$1.62M 0.02%
49,114
+12,973
665
$1.61M 0.02%
22,138
+3,148
666
$1.61M 0.02%
171,732
+43,355
667
$1.61M 0.02%
7,709
+1,414
668
$1.6M 0.02%
17,330
+534
669
$1.6M 0.02%
79,262
-5,111
670
$1.6M 0.02%
28,628
+7,008
671
$1.6M 0.02%
16,098
+59
672
$1.6M 0.02%
69,150
-80
673
$1.6M 0.02%
51,705
+9,980
674
$1.59M 0.02%
31,544
-4,992
675
$1.58M 0.02%
93,584
-3,832
25 26
27
28 29