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
976
$867K 0.01%
11,888
+4,246
977
$861K 0.01%
14,655
+2,602
978
$861K 0.01%
26,716
+12,181
979
$858K 0.01%
11,895
+2,444
980
$856K 0.01%
23,532
+922
981
$855K 0.01%
28,847
+1,058
982
$851K 0.01%
22,673
-935
983
$851K 0.01%
27,519
+289
984
$850K 0.01%
23,783
+1,493
985
$848K 0.01%
16,008
+5,090
986
$847K 0.01%
48,161
+3,488
987
$846K 0.01%
38,241
-5,496
988
$845K 0.01%
16,606
+1,377
989
$842K 0.01%
66,786
+3,680
990
$840K 0.01%
60,326
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$840K 0.01%
71,691
-2,457
992
$839K 0.01%
31,846
-2,157
993
$838K 0.01%
8,235
+438
994
$836K 0.01%
3,372
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995
$836K 0.01%
12,614
+74
996
$835K 0.01%
+35,842
997
$833K 0.01%
23,502
+7,266
998
$832K 0.01%
16,579
-30,343
999
$832K 0.01%
66,547
-20,047
1000
$831K 0.01%
4,164
+411
38 39
40
41 42