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
1051
$766K 0.01%
35,641
+9,383
1052
$763K 0.01%
11,312
+1,119
1053
$763K 0.01%
10,732
+3,790
1054
$761K 0.01%
21,421
+3,258
1055
$758K 0.01%
11,670
-223
1056
$756K 0.01%
6,648
+499
1057
$755K 0.01%
11,466
-2,304
1058
$754K 0.01%
7,548
+363
1059
$753K 0.01%
15,551
+1,464
1060
$752K 0.01%
3,183
-165
1061
$749K 0.01%
31,614
+13,538
1062
$749K 0.01%
+47,736
1063
$748K 0.01%
3,339
+356
1064
$747K 0.01%
25,712
+971
1065
$745K 0.01%
51,827
+6,415
1066
$745K 0.01%
6,201
+1,267
1067
$740K 0.01%
7,577
-610
1068
$739K 0.01%
32,828
+1,000
1069
$738K 0.01%
22,282
+614
1070
$735K 0.01%
112,738
-3,098
1071
$734K 0.01%
21,756
-3,942
1072
$734K 0.01%
63,735
-811
1073
$733K 0.01%
71,753
+48
1074
$732K 0.01%
19,347
+8,716
1075
$731K 0.01%
5,453
-148
41 42
43
44 45