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
51
$27.2M 0.32%
143,311
+18,968
52
$27.1M 0.32%
252,146
-3,913
53
$27M 0.32%
709,382
+30,940
54
$26.8M 0.31%
507,880
+30,980
55
$25.5M 0.3%
231,452
-917
56
$25.5M 0.3%
239,980
+69,931
57
$25.4M 0.3%
486,080
+8,940
58
$25.2M 0.3%
235,422
+12,348
59
$24.8M 0.29%
240,892
+98,802
60
$24.7M 0.29%
282,896
+104,902
61
$24.7M 0.29%
407,006
+24,721
62
$24.4M 0.29%
197,240
-55,232
63
$24.4M 0.29%
789,365
+97,007
64
$24.2M 0.28%
168,185
+35,256
65
$24.1M 0.28%
814,697
+763
66
$23.9M 0.28%
517,028
+56,477
67
$23.8M 0.28%
121,027
+11,051
68
$23.5M 0.28%
206,183
+58,629
69
$23.4M 0.28%
1,170,990
+86,029
70
$23.2M 0.27%
186,951
+7,319
71
$22.8M 0.27%
1,537,401
+10,299
72
$22.8M 0.27%
662,902
+38,815
73
$22.7M 0.27%
185,177
+3,115
74
$22.7M 0.27%
271,387
-26,117
75
$22.4M 0.26%
4,625,240
+497,720
1 2
3
4 5