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 3.91%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$22.4M 0.26%
279,366
+212,270
77
$22.2M 0.26%
796,028
+112,564
78
$22.1M 0.26%
1,101,063
-634
79
$22.1M 0.26%
163,919
+2,973
80
$22.1M 0.26%
215,833
+192,629
81
$21.7M 0.26%
198,459
+60,055
82
$21.5M 0.25%
217,867
+7,324
83
$21.3M 0.25%
177,665
+16,729
84
$20.9M 0.25%
316,592
+103,439
85
$20.9M 0.25%
341,247
+43,092
86
$20.8M 0.25%
800,710
+161,438
87
$20.7M 0.24%
541,379
+26,045
88
$20.5M 0.24%
154,315
+44,719
89
$20.3M 0.24%
439,772
+319,637
90
$20.3M 0.24%
68,746
+5,301
91
$19.8M 0.23%
249,546
-1,066
92
$19.6M 0.23%
357,281
-50,904
93
$19.5M 0.23%
202,105
+19,119
94
$19.2M 0.23%
220,122
+100,673
95
$19.2M 0.23%
123,901
-1,896
96
$18.7M 0.22%
1,099,986
+121,548
97
$18.7M 0.22%
147,431
+29,849
98
$18.6M 0.22%
405,069
+78,244
99
$18.5M 0.22%
288,593
+95,371
100
$18.4M 0.22%
125,457
+927
2 3
4
5 6