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
1101
$706K 0.01%
45,350
1102
$704K 0.01%
+41,347
1103
$704K 0.01%
31,413
-1,346
1104
$704K 0.01%
10,200
-17,695
1105
$702K 0.01%
+29,145
1106
$702K 0.01%
10,630
+419
1107
$702K 0.01%
14,170
-639
1108
$699K 0.01%
+22,993
1109
$696K 0.01%
9,465
-12,827
1110
$694K 0.01%
27,282
+86
1111
$692K 0.01%
14,624
+1,891
1112
$692K 0.01%
29,684
-3,795
1113
$691K 0.01%
+18,166
1114
$690K 0.01%
7,857
+2,227
1115
$690K 0.01%
20,426
-405
1116
$688K 0.01%
22,307
+2,632
1117
$688K 0.01%
9,522
-2,866
1118
$687K 0.01%
2,651
+13
1119
$686K 0.01%
14,539
-858
1120
$685K 0.01%
32,991
+2,725
1121
$684K 0.01%
52,131
-1,101
1122
$684K 0.01%
3,961
+2,087
1123
$683K 0.01%
52,666
-1,834
1124
$683K 0.01%
37,710
+5,004
1125
$679K 0.01%
60,655
+29,316
43 44
45
46 47