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
1351
$475K 0.01%
36,784
+5,710
1352
$475K 0.01%
+8,195
1353
$474K 0.01%
11,926
+3,312
1354
$473K 0.01%
64,426
+35,851
1355
$472K 0.01%
+21,958
1356
$470K 0.01%
12,513
+5,533
1357
$468K 0.01%
+15,091
1358
$468K 0.01%
9,878
+261
1359
$468K 0.01%
+2,321
1360
$467K 0.01%
28,083
+6,735
1361
$465K 0.01%
12,571
-219
1362
$465K 0.01%
9,342
-349
1363
$462K 0.01%
58,362
+30,731
1364
$462K 0.01%
4,628
+27
1365
$462K 0.01%
8,424
+1,082
1366
$460K 0.01%
18,063
+3,300
1367
$456K 0.01%
+5,505
1368
$455K 0.01%
4,328
-1,671
1369
$453K 0.01%
2,849
+310
1370
$452K 0.01%
8,451
+1,443
1371
$452K 0.01%
34,401
+2,627
1372
$449K 0.01%
11,420
-601
1373
$449K 0.01%
6,586
+582
1374
$449K 0.01%
226
-2
1375
$449K 0.01%
32,201
+1
53 54
55
56 57