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
701
$1.5M 0.02%
111,431
-12,957
702
$1.5M 0.02%
23,161
-9,071
703
$1.5M 0.02%
108,171
+21,397
704
$1.49M 0.02%
32,297
+4,122
705
$1.49M 0.02%
75,816
-2,336
706
$1.49M 0.02%
66,163
+6,292
707
$1.49M 0.02%
27,828
-750
708
$1.48M 0.02%
18,468
-1,204
709
$1.48M 0.02%
77,759
-9,518
710
$1.48M 0.02%
107,574
+11,361
711
$1.47M 0.02%
42,391
-1,302
712
$1.47M 0.02%
43,617
-10,474
713
$1.47M 0.02%
40,497
-6,722
714
$1.46M 0.02%
12,855
-1,102
715
$1.46M 0.02%
22,398
-3,699
716
$1.46M 0.02%
21,837
+4,823
717
$1.46M 0.02%
38,269
-909
718
$1.45M 0.02%
42,551
+12,026
719
$1.45M 0.02%
36,912
+1,175
720
$1.45M 0.02%
42,354
-72,855
721
$1.45M 0.02%
22,604
+1,083
722
$1.44M 0.02%
7,345
+625
723
$1.44M 0.02%
55,586
+994
724
$1.44M 0.02%
105,028
-28,536
725
$1.43M 0.02%
28,308
-242
27 28
29
30 31