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
1251
$569K 0.01%
39,476
+1,775
1252
$568K 0.01%
8,740
-452
1253
$568K 0.01%
30,275
+7,432
1254
$567K 0.01%
33,430
+18,152
1255
$566K 0.01%
45,227
+23,769
1256
$566K 0.01%
9,590
-1,496
1257
$566K 0.01%
55,968
-3,140
1258
$560K 0.01%
6,827
+1,325
1259
$558K 0.01%
46,860
+10,939
1260
$557K 0.01%
34,025
-5,435
1261
$556K 0.01%
30,940
-6,510
1262
$556K 0.01%
+8,789
1263
$556K 0.01%
5,552
-20,033
1264
$555K 0.01%
24,509
+4,801
1265
$554K 0.01%
23,936
+4,595
1266
$553K 0.01%
9,951
-174
1267
$552K 0.01%
110,667
+41,467
1268
$551K 0.01%
+19,971
1269
$551K 0.01%
21,478
-8,608
1270
$551K 0.01%
11,737
+2,380
1271
$550K 0.01%
32,379
+2,694
1272
$548K 0.01%
3,222
+710
1273
$545K 0.01%
12,566
-1,345
1274
$544K 0.01%
62,977
+16,085
1275
$544K 0.01%
19,544
-2,526
49 50
51
52 53