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 3.91%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18.4M 0.22%
322,584
+72,703
102
$18.3M 0.22%
1,073,334
+194,016
103
$18.1M 0.21%
357,698
+65,463
104
$18.1M 0.21%
549,813
+11,841
105
$17.9M 0.21%
113,442
+8,255
106
$17.5M 0.21%
144,173
-2,954
107
$17.3M 0.2%
184,172
-17,802
108
$17.2M 0.2%
150,450
+75,475
109
$17.1M 0.2%
180,725
+18,808
110
$16.9M 0.2%
198,846
+102,936
111
$16.9M 0.2%
55,009
+6,602
112
$16.6M 0.2%
933,795
+69,954
113
$16.6M 0.2%
156,885
+19,393
114
$16.5M 0.19%
1,555,230
+539,268
115
$16.5M 0.19%
427,759
+51,204
116
$16.2M 0.19%
94,133
+1,418
117
$16M 0.19%
208,004
+160,758
118
$15.9M 0.19%
374,475
+50,430
119
$15.6M 0.18%
1,252,086
+28,204
120
$15.4M 0.18%
275,928
+232,754
121
$14.6M 0.17%
497,197
-97,585
122
$14.6M 0.17%
122,127
+7,802
123
$14.5M 0.17%
201,922
+8,351
124
$14.4M 0.17%
157,057
+76,243
125
$14.4M 0.17%
267,984
+25,662
3 4
5
6 7