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
776
$1.31M 0.02%
41,995
+2,989
777
$1.31M 0.02%
36,121
+3,418
778
$1.31M 0.02%
7,390
+801
779
$1.3M 0.02%
16,945
+1,635
780
$1.3M 0.02%
17,821
+2,884
781
$1.3M 0.02%
+34,900
782
$1.3M 0.02%
22,221
+591
783
$1.3M 0.02%
128,190
-75,659
784
$1.3M 0.02%
15,087
+1,281
785
$1.29M 0.02%
39,990
+9,073
786
$1.29M 0.02%
25,323
+7,771
787
$1.29M 0.02%
30,040
+3,026
788
$1.29M 0.02%
13,868
-457
789
$1.29M 0.02%
17,881
+3,904
790
$1.28M 0.02%
40,452
+153
791
$1.28M 0.02%
34,001
+231
792
$1.28M 0.02%
28,544
-20,748
793
$1.28M 0.02%
47,915
-1,175
794
$1.28M 0.02%
21,433
-7,085
795
$1.28M 0.02%
32,668
+8,434
796
$1.27M 0.02%
36,235
-370
797
$1.27M 0.02%
41,044
-2,037
798
$1.27M 0.01%
48,219
-28,050
799
$1.27M 0.01%
36,106
+3,497
800
$1.26M 0.01%
24,124
+14,681
30 31
32
33 34