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
726
$1.43M 0.02%
6,444
-312
727
$1.43M 0.02%
57,356
+31,991
728
$1.43M 0.02%
17,847
+3,126
729
$1.43M 0.02%
15,312
+8,839
730
$1.43M 0.02%
46,996
+6,755
731
$1.42M 0.02%
9,183
+2,934
732
$1.41M 0.02%
28,839
-4,802
733
$1.41M 0.02%
13,072
+1,136
734
$1.41M 0.02%
38,503
+14,787
735
$1.41M 0.02%
28,926
+333
736
$1.41M 0.02%
26,084
+4,470
737
$1.41M 0.02%
45,625
-51,275
738
$1.41M 0.02%
17,079
-1,559
739
$1.4M 0.02%
52,258
+28,758
740
$1.4M 0.02%
49,829
+3,280
741
$1.4M 0.02%
26,890
-3,024
742
$1.4M 0.02%
96,153
+906
743
$1.39M 0.02%
30,493
-57
744
$1.39M 0.02%
7,038
+339
745
$1.39M 0.02%
68,262
-5,948
746
$1.39M 0.02%
27,849
+6,926
747
$1.39M 0.02%
14,813
-972
748
$1.39M 0.02%
11,865
+297
749
$1.38M 0.02%
18,095
+2,455
750
$1.38M 0.02%
19,809
+995
28 29
30
31 32