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
851
$1.1M 0.01%
28,155
-602
852
$1.1M 0.01%
26,020
+1,594
853
$1.1M 0.01%
16,267
-570
854
$1.1M 0.01%
+96,182
855
$1.09M 0.01%
23,676
+8,788
856
$1.09M 0.01%
35,664
-295
857
$1.09M 0.01%
21,259
+1,923
858
$1.09M 0.01%
+43,106
859
$1.08M 0.01%
18,392
+1,597
860
$1.08M 0.01%
9,263
-4,558
861
$1.08M 0.01%
96,746
-247
862
$1.07M 0.01%
15,600
-200
863
$1.07M 0.01%
39,112
+5,508
864
$1.07M 0.01%
19,027
-1,792
865
$1.07M 0.01%
24,181
+2,597
866
$1.06M 0.01%
35,019
-4,093
867
$1.06M 0.01%
20,022
+12,684
868
$1.06M 0.01%
27,402
-5,234
869
$1.06M 0.01%
31,724
+8,695
870
$1.06M 0.01%
77,075
-2,138
871
$1.06M 0.01%
13,706
872
$1.06M 0.01%
42,858
-113,983
873
$1.06M 0.01%
11,022
-166
874
$1.06M 0.01%
45,405
+8,490
875
$1.06M 0.01%
18,819
+1,612
33 34
35
36 37