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
1476
$379K ﹤0.01%
19,111
+3,780
1477
$379K ﹤0.01%
5,940
+1,757
1478
$378K ﹤0.01%
58,043
+13,022
1479
$378K ﹤0.01%
29,056
-1,454
1480
$378K ﹤0.01%
7,614
+1,225
1481
$378K ﹤0.01%
10,706
-1,504
1482
$378K ﹤0.01%
+7,045
1483
$377K ﹤0.01%
8,703
+400
1484
$377K ﹤0.01%
28,921
-1,153
1485
$377K ﹤0.01%
6,734
+2,300
1486
$376K ﹤0.01%
7,301
-18
1487
$376K ﹤0.01%
8,306
+1,259
1488
$376K ﹤0.01%
8,014
-4,263
1489
$375K ﹤0.01%
10,552
-32
1490
$375K ﹤0.01%
+9,808
1491
$375K ﹤0.01%
9,900
+143
1492
$375K ﹤0.01%
6,534
+1,146
1493
$375K ﹤0.01%
3,789
-325
1494
$374K ﹤0.01%
+10,608
1495
$374K ﹤0.01%
7,495
-82
1496
$374K ﹤0.01%
15,578
-704
1497
$373K ﹤0.01%
7,864
-10,154
1498
$372K ﹤0.01%
14,635
+3,514
1499
$372K ﹤0.01%
+7,317
1500
$372K ﹤0.01%
4,839
-143
58 59
60
61 62