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
1426
$417K ﹤0.01%
2,986
-29
1427
$416K ﹤0.01%
12,679
+6,294
1428
$416K ﹤0.01%
4,219
+336
1429
$415K ﹤0.01%
12,156
+3,967
1430
$415K ﹤0.01%
35,934
-75,884
1431
$414K ﹤0.01%
14,734
+4,386
1432
$414K ﹤0.01%
3,466
-1,094
1433
$413K ﹤0.01%
9,100
+106
1434
$412K ﹤0.01%
17,070
-9,894
1435
$411K ﹤0.01%
36,053
+13,514
1436
$408K ﹤0.01%
8,379
+1,161
1437
$408K ﹤0.01%
12,627
+1,813
1438
$408K ﹤0.01%
10,274
-1,000
1439
$408K ﹤0.01%
25,442
+5,390
1440
$408K ﹤0.01%
7,425
-18,295
1441
$406K ﹤0.01%
3,903
-140
1442
$405K ﹤0.01%
5,807
-106
1443
$404K ﹤0.01%
6,214
+395
1444
$404K ﹤0.01%
12,142
+3,144
1445
$404K ﹤0.01%
3,547
-127
1446
$403K ﹤0.01%
8,082
+556
1447
$402K ﹤0.01%
6,266
-1,316
1448
$401K ﹤0.01%
+7,149
1449
$401K ﹤0.01%
24,340
+5,022
1450
$399K ﹤0.01%
6,809
+2,600
56 57
58
59 60