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
876
$1.05M 0.01%
53,560
+42,012
877
$1.05M 0.01%
20,174
-434
878
$1.05M 0.01%
10,070
-1,361
879
$1.05M 0.01%
15,756
+699
880
$1.05M 0.01%
5,435
+2,672
881
$1.05M 0.01%
9,795
882
$1.05M 0.01%
22,813
+4,744
883
$1.05M 0.01%
18,479
+4,596
884
$1.04M 0.01%
58,036
+3,647
885
$1.04M 0.01%
9,718
+3,019
886
$1.04M 0.01%
8,741
+1,258
887
$1.04M 0.01%
19,188
-476
888
$1.04M 0.01%
23,113
+3,083
889
$1.04M 0.01%
+29,007
890
$1.04M 0.01%
100,465
-1,806
891
$1.03M 0.01%
101,646
-2,656
892
$1.03M 0.01%
8,812
-502
893
$1.03M 0.01%
18,868
+4,338
894
$1.03M 0.01%
24,196
+846
895
$1.03M 0.01%
26,034
+5,944
896
$1.02M 0.01%
31,206
-3,277
897
$1.02M 0.01%
45,410
+32,880
898
$1.02M 0.01%
95,553
-89,938
899
$1.02M 0.01%
30,678
+713
900
$1.02M 0.01%
65,142
-25,841
34 35
36
37 38