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
1326
$497K 0.01%
26,871
+16,345
1327
$495K 0.01%
+8,989
1328
$495K 0.01%
13,222
+2,007
1329
$494K 0.01%
+16,864
1330
$493K 0.01%
15,142
-1,320
1331
$491K 0.01%
63,725
-99,622
1332
$490K 0.01%
16,876
-129
1333
$490K 0.01%
8,281
+6,315
1334
$489K 0.01%
11,105
+3,258
1335
$489K 0.01%
4,471
+1,317
1336
$488K 0.01%
8,044
+381
1337
$488K 0.01%
15,060
-88
1338
$487K 0.01%
9,605
+1,248
1339
$487K 0.01%
10,868
-96
1340
$486K 0.01%
31,964
-1,609
1341
$484K 0.01%
7,312
+182
1342
$483K 0.01%
107,616
+18,792
1343
$481K 0.01%
29,056
-1,043
1344
$481K 0.01%
6,398
-199
1345
$480K 0.01%
39,727
+2,776
1346
$480K 0.01%
12,116
+6,870
1347
$478K 0.01%
7,889
+1,086
1348
$477K 0.01%
10,731
-2,841
1349
$477K 0.01%
9,678
-6,360
1350
$477K 0.01%
8,084
-326
52 53
54
55 56