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
801
$1.26M 0.01%
66,580
+29,880
802
$1.26M 0.01%
2
803
$1.25M 0.01%
87,369
-19,824
804
$1.25M 0.01%
12,632
805
$1.24M 0.01%
48,480
+3,150
806
$1.24M 0.01%
214,450
-12,950
807
$1.24M 0.01%
14,074
+571
808
$1.23M 0.01%
149,823
+127,645
809
$1.23M 0.01%
27,975
+16,366
810
$1.23M 0.01%
133,628
+27,168
811
$1.22M 0.01%
17,340
+2,942
812
$1.22M 0.01%
39,857
-1,519
813
$1.22M 0.01%
11,537
+4,641
814
$1.22M 0.01%
13,450
+517
815
$1.21M 0.01%
48,312
-144
816
$1.21M 0.01%
14,077
-138
817
$1.2M 0.01%
33,774
+7,965
818
$1.2M 0.01%
19,666
+1,576
819
$1.19M 0.01%
31,354
-2,178
820
$1.19M 0.01%
12,504
-14,822
821
$1.18M 0.01%
5,355
+225
822
$1.18M 0.01%
43,296
+17,829
823
$1.18M 0.01%
28,526
+15,231
824
$1.18M 0.01%
57,213
+792
825
$1.18M 0.01%
19,838
-1,621
31 32
33
34 35