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
826
$1.18M 0.01%
93,974
+8,865
827
$1.18M 0.01%
24,005
-6,189
828
$1.17M 0.01%
22,911
-1,340
829
$1.16M 0.01%
9,070
+3,010
830
$1.16M 0.01%
26,628
-4,059
831
$1.16M 0.01%
75,939
-849
832
$1.15M 0.01%
21,332
-4,098
833
$1.15M 0.01%
+13,742
834
$1.15M 0.01%
20,351
-1,090
835
$1.14M 0.01%
18,610
-194
836
$1.14M 0.01%
13,581
-2,019
837
$1.13M 0.01%
21,825
-4,191
838
$1.12M 0.01%
22,365
+11,273
839
$1.12M 0.01%
12,371
+2,953
840
$1.12M 0.01%
15,883
-2,294
841
$1.12M 0.01%
60,772
+4,534
842
$1.12M 0.01%
53,467
-1,807
843
$1.11M 0.01%
9,995
-205
844
$1.11M 0.01%
108,139
-2,488
845
$1.11M 0.01%
75,456
+16,624
846
$1.11M 0.01%
31,279
-1,392
847
$1.11M 0.01%
53,120
+1,835
848
$1.11M 0.01%
70,491
+37,102
849
$1.1M 0.01%
17,240
+3,132
850
$1.1M 0.01%
56,200
-2,348
32 33
34
35 36