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
1376
$447K 0.01%
10,057
+4,152
1377
$447K 0.01%
15,211
+5,562
1378
$446K 0.01%
14,669
-2,406
1379
$446K 0.01%
1,615
+102
1380
$446K 0.01%
7,516
+1,008
1381
$446K 0.01%
+8,623
1382
$446K 0.01%
13,979
+221
1383
$445K 0.01%
3,932
+835
1384
$445K 0.01%
8,155
+2,402
1385
$445K 0.01%
10,737
+2,420
1386
$445K 0.01%
9,390
-231
1387
$444K 0.01%
43,920
-46,900
1388
$444K 0.01%
3,994
+448
1389
$443K 0.01%
15,785
-1,997
1390
$443K 0.01%
7,330
+1,146
1391
$443K 0.01%
3,870
-10,637
1392
$442K 0.01%
26,750
+5,750
1393
$441K 0.01%
40,601
+23,601
1394
$440K 0.01%
+6,635
1395
$439K 0.01%
7,494
+1,314
1396
$439K 0.01%
+28,519
1397
$438K 0.01%
5,335
-460
1398
$437K 0.01%
30,316
+116
1399
$437K 0.01%
9,845
-297
1400
$437K 0.01%
13,930
-840
54 55
56
57 58