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 3.92%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.38M 0.02%
34,661
+2,115
752
$1.37M 0.02%
48,447
-589
753
$1.37M 0.02%
11,295
+711
754
$1.37M 0.02%
28,004
+10,958
755
$1.37M 0.02%
570,778
+123,154
756
$1.37M 0.02%
65,337
-313
757
$1.36M 0.02%
13,929
+112
758
$1.36M 0.02%
23,428
+5,752
759
$1.36M 0.02%
21,226
-2,150
760
$1.36M 0.02%
16,631
-1,361
761
$1.35M 0.02%
21,671
+5,628
762
$1.35M 0.02%
12,838
-3,299
763
$1.34M 0.02%
93,184
-25,644
764
$1.34M 0.02%
+26,435
765
$1.34M 0.02%
26,177
-1,931
766
$1.34M 0.02%
19,133
-4,331
767
$1.33M 0.02%
26,636
+1,858
768
$1.32M 0.02%
35,253
-3,804
769
$1.32M 0.02%
+24,739
770
$1.31M 0.02%
8,712
+6,065
771
$1.31M 0.02%
16,006
-145
772
$1.31M 0.02%
18,469
+3,456
773
$1.31M 0.02%
84,174
+66,178
774
$1.31M 0.02%
30,346
+193
775
$1.31M 0.02%
21,780
+3,927
29 30
31
32 33