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
901
$1.01M 0.01%
12,467
+259
902
$1.01M 0.01%
+35,295
903
$1.01M 0.01%
95,513
+6,510
904
$1.01M 0.01%
2,969
+202
905
$1.01M 0.01%
43,931
+11,990
906
$1.01M 0.01%
51,254
+8,289
907
$1M 0.01%
15,566
+7,352
908
$1M 0.01%
70,020
+1,544
909
$998K 0.01%
66,740
-9,365
910
$994K 0.01%
55,418
-10,181
911
$988K 0.01%
35,952
-2,853
912
$987K 0.01%
27,879
+9,642
913
$986K 0.01%
46,803
-3,751
914
$986K 0.01%
11,052
-451
915
$984K 0.01%
78,942
+1,932
916
$983K 0.01%
10,848
+261
917
$974K 0.01%
68,571
-16,321
918
$973K 0.01%
14,626
-24,844
919
$973K 0.01%
66,632
+12,537
920
$972K 0.01%
77,677
-7,567
921
$970K 0.01%
5,935
+453
922
$963K 0.01%
82,324
-3,226
923
$963K 0.01%
26,213
+9,826
924
$961K 0.01%
19,871
+4,789
925
$958K 0.01%
16,967
+1,544
35 36
37
38 39