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
1401
$437K 0.01%
12,676
-8,676
1402
$437K 0.01%
11,338
-5,179
1403
$436K 0.01%
3,973
+1,500
1404
$435K 0.01%
8,195
-411
1405
$435K 0.01%
17,527
+470
1406
$435K 0.01%
32,302
+9,832
1407
$433K 0.01%
11,007
-1,378
1408
$432K 0.01%
44,423
-4,864
1409
$432K 0.01%
1,790
+75
1410
$432K 0.01%
21,104
+4,513
1411
$432K 0.01%
15,931
+4,141
1412
$432K 0.01%
8,157
-4,991
1413
$432K 0.01%
+8,232
1414
$427K 0.01%
8,863
-4,159
1415
$426K 0.01%
18,689
-2,380
1416
$426K 0.01%
67,143
-483
1417
$426K 0.01%
18,131
+1,499
1418
$425K 0.01%
4,059
+1,009
1419
$423K 0.01%
42,020
-7,125
1420
$422K 0.01%
19,788
+360
1421
$422K 0.01%
14,237
+3,379
1422
$419K ﹤0.01%
+8,688
1423
$419K ﹤0.01%
14,025
+904
1424
$418K ﹤0.01%
7,093
+1,678
1425
$418K ﹤0.01%
2,775
+755
55 56
57
58 59