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
1176
$636K 0.01%
24,381
-556
1177
$635K 0.01%
5,929
-479
1178
$635K 0.01%
13,714
+3,882
1179
$635K 0.01%
20,820
+1,694
1180
$634K 0.01%
15,623
+4,104
1181
$632K 0.01%
17,977
-5,623
1182
$632K 0.01%
20,404
+2,445
1183
$632K 0.01%
9,485
+2,977
1184
$631K 0.01%
5,265
+140
1185
$631K 0.01%
35,058
-2,043
1186
$631K 0.01%
2,679
-76
1187
$631K 0.01%
8,944
+813
1188
$628K 0.01%
39,498
-1,375
1189
$628K 0.01%
11,524
-420
1190
$627K 0.01%
4,631
-51
1191
$625K 0.01%
16,549
+1,610
1192
$625K 0.01%
12,836
+6,722
1193
$625K 0.01%
8,970
-2,718
1194
$621K 0.01%
26,511
-87
1195
$620K 0.01%
5,147
+12
1196
$619K 0.01%
52,203
+27,602
1197
$617K 0.01%
32,749
+7,474
1198
$617K 0.01%
+20,457
1199
$616K 0.01%
22,584
+10,500
1200
$614K 0.01%
14,526
-390
46 47
48
49 50