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
676
$1.58M 0.02%
35,952
-6,086
677
$1.58M 0.02%
14,840
+300
678
$1.57M 0.02%
71,835
+16,825
679
$1.57M 0.02%
37,208
+1,583
680
$1.57M 0.02%
70,588
+9,658
681
$1.56M 0.02%
21,474
+2,103
682
$1.56M 0.02%
24,354
-3,021
683
$1.56M 0.02%
66,855
+13,470
684
$1.56M 0.02%
116,783
+5,757
685
$1.55M 0.02%
17,800
+1,227
686
$1.55M 0.02%
28,082
-2,272
687
$1.55M 0.02%
19,017
-392
688
$1.55M 0.02%
100,787
-3,899
689
$1.55M 0.02%
12,268
-15
690
$1.55M 0.02%
64,359
-1,668
691
$1.54M 0.02%
40,455
-8,315
692
$1.54M 0.02%
120,753
+26,340
693
$1.54M 0.02%
11,331
+361
694
$1.53M 0.02%
38,683
-2,108
695
$1.53M 0.02%
92,029
+12,236
696
$1.53M 0.02%
13,149
+5,281
697
$1.53M 0.02%
23,289
+7,747
698
$1.51M 0.02%
35,644
-972
699
$1.5M 0.02%
15,634
-2,992
700
$1.5M 0.02%
14,286
-2,024
26 27
28
29 30