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
1151
$657K 0.01%
35,012
-726
1152
$656K 0.01%
+14,244
1153
$655K 0.01%
48,216
1154
$655K 0.01%
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-138
1155
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9,719
+4,519
1156
$653K 0.01%
6,751
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1157
$652K 0.01%
28,216
+3,130
1158
$651K 0.01%
+19,527
1159
$650K 0.01%
4,742
+240
1160
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+21,767
1161
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17,250
+2,452
1162
$648K 0.01%
19,661
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1163
$646K 0.01%
10,536
-7,172
1164
$646K 0.01%
25,673
-1,761
1165
$646K 0.01%
16,783
-11,699
1166
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21,482
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10,808
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$642K 0.01%
38,184
-4,044
1170
$642K 0.01%
7,033
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$641K 0.01%
486
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$641K 0.01%
10,959
+2,750
1173
$639K 0.01%
8,466
-1,709
1174
$637K 0.01%
7,965
+588
1175
$636K 0.01%
29,896
-7,417
45 46
47
48 49