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
951
$899K 0.01%
17,512
+3,692
952
$898K 0.01%
7,449
-261
953
$897K 0.01%
22,027
+1,997
954
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115,201
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955
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17,906
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956
$890K 0.01%
7,571
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957
$889K 0.01%
96,283
-22,952
958
$889K 0.01%
16,569
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959
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9,663
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43,127
-71,518
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$885K 0.01%
34,457
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962
$885K 0.01%
18,644
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963
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8,035
-1,185
964
$883K 0.01%
14,099
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20,336
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968
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33,997
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969
$878K 0.01%
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$876K 0.01%
28,954
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$872K 0.01%
13,210
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$871K 0.01%
45,983
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973
$870K 0.01%
27,995
+6,179
974
$870K 0.01%
34,394
-2,399
975
$869K 0.01%
13,276
-2,024
37 38
39
40 41