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
1201
$611K 0.01%
9,120
+194
1202
$611K 0.01%
10,797
+1,061
1203
$610K 0.01%
8,557
-1,125
1204
$609K 0.01%
36,716
+688
1205
$609K 0.01%
10,716
+397
1206
$608K 0.01%
6,107
+117
1207
$608K 0.01%
11,522
+2,312
1208
$607K 0.01%
3,849
+1,239
1209
$607K 0.01%
71,597
-1,548
1210
$605K 0.01%
+11,061
1211
$604K 0.01%
13,763
+727
1212
$602K 0.01%
21,204
-51,830
1213
$601K 0.01%
+154,043
1214
$601K 0.01%
28,056
+1,831
1215
$599K 0.01%
5,217
+3,162
1216
$597K 0.01%
+8,159
1217
$597K 0.01%
14,930
-924
1218
$597K 0.01%
89,142
+12,785
1219
$596K 0.01%
13,692
+8,152
1220
$595K 0.01%
33,399
+293
1221
$594K 0.01%
88,157
-203,767
1222
$593K 0.01%
10,532
-1,015
1223
$593K 0.01%
17,751
-149
1224
$593K 0.01%
21,138
1225
$592K 0.01%
14,055
+322
47 48
49
50 51