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
1226
$591K 0.01%
+12,041
1227
$591K 0.01%
+18,647
1228
$590K 0.01%
13,338
+3,080
1229
$588K 0.01%
4,825
+270
1230
$587K 0.01%
30,330
+4,056
1231
$585K 0.01%
3,452
+688
1232
$585K 0.01%
8,354
+4,693
1233
$584K 0.01%
44,683
+6,012
1234
$582K 0.01%
15,915
+1,604
1235
$581K 0.01%
12,120
+580
1236
$581K 0.01%
17,345
+2,321
1237
$579K 0.01%
3,270
-8
1238
$577K 0.01%
+11,327
1239
$576K 0.01%
23,644
+6,604
1240
$576K 0.01%
17,330
+2,263
1241
$576K 0.01%
31,084
-2,790
1242
$575K 0.01%
11,961
+911
1243
$575K 0.01%
37,690
+337
1244
$574K 0.01%
20,618
+1,596
1245
$574K 0.01%
4,910
+268
1246
$574K 0.01%
7,142
+637
1247
$572K 0.01%
56,257
+4,348
1248
$571K 0.01%
70,352
-5,402
1249
$570K 0.01%
18,726
+1,058
1250
$570K 0.01%
31,320
-5
48 49
50
51 52