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
1026
$796K 0.01%
40,591
+1,496
1027
$795K 0.01%
29,820
+2,671
1028
$791K 0.01%
12,504
-1,863
1029
$790K 0.01%
7,087
-1,414
1030
$790K 0.01%
8,669
-696
1031
$788K 0.01%
34,873
+2,950
1032
$787K 0.01%
6,350
-260
1033
$787K 0.01%
32,507
-6,607
1034
$786K 0.01%
35,212
-76
1035
$785K 0.01%
18,458
+547
1036
$785K 0.01%
25,705
-1,725
1037
$785K 0.01%
24,125
+3,142
1038
$783K 0.01%
4,622
+76
1039
$782K 0.01%
13,286
+1,698
1040
$782K 0.01%
14,552
+4,683
1041
$782K 0.01%
54,121
-38,231
1042
$780K 0.01%
12,277
-2,323
1043
$776K 0.01%
1,489
-3
1044
$773K 0.01%
17,634
+9,910
1045
$773K 0.01%
9,071
-227
1046
$772K 0.01%
30,829
+9,869
1047
$772K 0.01%
10,067
+1,109
1048
$772K 0.01%
14,938
+712
1049
$770K 0.01%
15,776
+3,647
1050
$766K 0.01%
12,561
+319
40 41
42
43 44