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
1451
$398K ﹤0.01%
3,127
-95
1452
$398K ﹤0.01%
3,823
+323
1453
$398K ﹤0.01%
14,026
-374
1454
$398K ﹤0.01%
30,763
-4,803
1455
$397K ﹤0.01%
15,418
+2
1456
$397K ﹤0.01%
21,103
+1,456
1457
$397K ﹤0.01%
14,380
+582
1458
$396K ﹤0.01%
35,443
-5,571
1459
$396K ﹤0.01%
10,206
-1,815
1460
$394K ﹤0.01%
+28,156
1461
$394K ﹤0.01%
5,599
+1,052
1462
$392K ﹤0.01%
13,144
-795
1463
$392K ﹤0.01%
21,332
+446
1464
$392K ﹤0.01%
12,315
-825
1465
$390K ﹤0.01%
11,466
+50
1466
$388K ﹤0.01%
6,018
-792
1467
$388K ﹤0.01%
1,928
-59
1468
$387K ﹤0.01%
6,022
-1,078
1469
$387K ﹤0.01%
63,911
+1,536
1470
$385K ﹤0.01%
+194,600
1471
$384K ﹤0.01%
4,036
+196
1472
$383K ﹤0.01%
14,730
-6,689
1473
$383K ﹤0.01%
29,178
-3,733
1474
$383K ﹤0.01%
2,467
-1,682
1475
$382K ﹤0.01%
4,120
-2,339
57 58
59
60 61