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
1301
$519K 0.01%
12,826
+1,030
1302
$519K 0.01%
18,666
-1,812
1303
$518K 0.01%
10,651
+2,736
1304
$516K 0.01%
11,848
+17
1305
$516K 0.01%
13,649
-78
1306
$515K 0.01%
8,894
+61
1307
$515K 0.01%
23,499
-874
1308
$512K 0.01%
6,016
-68
1309
$511K 0.01%
98,040
-410
1310
$510K 0.01%
32,848
-4,325
1311
$510K 0.01%
35,915
+2,585
1312
$510K 0.01%
14,037
+51
1313
$509K 0.01%
18,858
-12,847
1314
$508K 0.01%
13,674
+692
1315
$507K 0.01%
2,951
+674
1316
$507K 0.01%
12,904
-2,812
1317
$506K 0.01%
6,709
+666
1318
$504K 0.01%
15,735
+1,152
1319
$503K 0.01%
2,941
-1,428
1320
$503K 0.01%
9,058
-5,358
1321
$501K 0.01%
+16,338
1322
$501K 0.01%
50,660
-1,114
1323
$500K 0.01%
+20,710
1324
$499K 0.01%
+6,976
1325
$497K 0.01%
29,681
+214
51 52
53
54 55