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
926
$957K 0.01%
71,859
-865
927
$957K 0.01%
7,054
+721
928
$953K 0.01%
11,705
+1,393
929
$952K 0.01%
66,315
+4,979
930
$951K 0.01%
25,271
+270
931
$948K 0.01%
6,324
-1,301
932
$945K 0.01%
1,329
-39
933
$942K 0.01%
18,780
+14,663
934
$937K 0.01%
125,592
+8,328
935
$936K 0.01%
29,323
-4,586
936
$934K 0.01%
19,464
-1,122
937
$934K 0.01%
7,278
+4,747
938
$925K 0.01%
32,898
+456
939
$921K 0.01%
52,443
-78
940
$916K 0.01%
14,982
+5,578
941
$913K 0.01%
45,256
-3,910
942
$911K 0.01%
54,441
+6,532
943
$911K 0.01%
62,970
+13,389
944
$909K 0.01%
11,817
+2,473
945
$908K 0.01%
12,871
+1,219
946
$907K 0.01%
22,771
+1,297
947
$904K 0.01%
41,473
+2,988
948
$903K 0.01%
32,973
+22,367
949
$901K 0.01%
73,821
+4,376
950
$900K 0.01%
38,220
36 37
38
39 40