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
1001
$828K 0.01%
21,942
+2,676
1002
$827K 0.01%
16,986
+8,366
1003
$827K 0.01%
24,932
+13,497
1004
$827K 0.01%
4,907
+625
1005
$822K 0.01%
41,420
+30,796
1006
$819K 0.01%
30,934
+3,040
1007
$818K 0.01%
27,694
1008
$817K 0.01%
18,911
-4,199
1009
$817K 0.01%
10,691
+680
1010
$814K 0.01%
12,071
-1,648
1011
$812K 0.01%
44,714
-395
1012
$812K 0.01%
12,445
-659
1013
$809K 0.01%
59,416
+5,355
1014
$809K 0.01%
19,991
+8,757
1015
$808K 0.01%
15,372
-2,221
1016
$807K 0.01%
38,216
-41,702
1017
$805K 0.01%
33,771
+1,450
1018
$805K 0.01%
38,980
-3,010
1019
$804K 0.01%
8,757
+900
1020
$802K 0.01%
37,179
+7,725
1021
$802K 0.01%
99,833
-8,333
1022
$801K 0.01%
15,646
-4,384
1023
$801K 0.01%
8,514
+158
1024
$799K 0.01%
19,299
+1,183
1025
$798K 0.01%
17,815
+9,295
39 40
41
42 43