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 3.91%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14.3M 0.17%
141,040
+66,143
127
$14.1M 0.17%
44,061
+7,950
128
$14.1M 0.17%
96,202
+9,213
129
$14.1M 0.17%
235,079
+178,409
130
$14.1M 0.17%
255,087
+29,884
131
$13.9M 0.16%
470,460
+281,525
132
$13.7M 0.16%
+445,407
133
$13.6M 0.16%
61,872
+7,022
134
$13.6M 0.16%
82,798
+2,501
135
$13.6M 0.16%
78,148
+1,354
136
$13.6M 0.16%
278,118
+31,696
137
$13.5M 0.16%
160,998
+11,758
138
$13.5M 0.16%
89,369
+21,262
139
$13.4M 0.16%
249,108
-65,520
140
$12.8M 0.15%
209,528
+21,391
141
$12.6M 0.15%
152,745
-11,047
142
$12.5M 0.15%
85,722
-43,717
143
$12.4M 0.15%
497,470
+51,542
144
$12.3M 0.14%
71,243
+4,923
145
$12.3M 0.14%
53,703
+6,733
146
$12.2M 0.14%
257,848
+23,924
147
$12.1M 0.14%
150,553
+1,049
148
$11.9M 0.14%
262,092
+17,424
149
$11.8M 0.14%
1,333,120
+653,072
150
$11.8M 0.14%
160,118
+10,775
4 5
6
7 8