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
1126
$679K 0.01%
9,624
-4,527
1127
$679K 0.01%
21,756
1128
$678K 0.01%
14,723
+2
1129
$678K 0.01%
31,367
+6,699
1130
$675K 0.01%
47,621
+171
1131
$675K 0.01%
32,723
-4,513
1132
$674K 0.01%
39,032
-976
1133
$673K 0.01%
6,671
-17
1134
$673K 0.01%
13,817
+114
1135
$673K 0.01%
13,439
+1,479
1136
$672K 0.01%
32,861
+3,841
1137
$671K 0.01%
8,598
+867
1138
$669K 0.01%
5,492
+6
1139
$668K 0.01%
29,916
-2,065
1140
$667K 0.01%
26,909
-1,074
1141
$667K 0.01%
7,929
+898
1142
$667K 0.01%
12,609
+73
1143
$663K 0.01%
13,024
+774
1144
$661K 0.01%
580
-16
1145
$661K 0.01%
17,110
-2,144
1146
$661K 0.01%
19,492
-2,406
1147
$660K 0.01%
11,664
+3,672
1148
$659K 0.01%
68,461
+5,760
1149
$658K 0.01%
10,571
+1,251
1150
$658K 0.01%
100,547
-20,027
44 45
46
47 48