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
1076
$731K 0.01%
+18,290
1077
$730K 0.01%
47,091
-570
1078
$730K 0.01%
9,557
+49
1079
$730K 0.01%
11,765
-4,200
1080
$725K 0.01%
13,456
+487
1081
$725K 0.01%
27,071
+1,832
1082
$725K 0.01%
80,645
+1,830
1083
$725K 0.01%
3,240
+5
1084
$724K 0.01%
8,774
-398
1085
$723K 0.01%
3,404
-225
1086
$722K 0.01%
3,554
+6
1087
$722K 0.01%
37,728
+6,116
1088
$722K 0.01%
4,179
-300
1089
$721K 0.01%
+23,033
1090
$720K 0.01%
21,634
-47
1091
$719K 0.01%
28,079
+3,817
1092
$719K 0.01%
47,334
+5,156
1093
$718K 0.01%
4,827
+544
1094
$715K 0.01%
72,492
+3,761
1095
$715K 0.01%
6,794
-990
1096
$715K 0.01%
7,677
+981
1097
$714K 0.01%
14,258
+1,526
1098
$713K 0.01%
27,021
+12,849
1099
$710K 0.01%
11,809
-5,065
1100
$709K 0.01%
16,438
+305
42 43
44
45 46