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
1526
$359K ﹤0.01%
15,551
+670
1527
$359K ﹤0.01%
12,191
+1,554
1528
$358K ﹤0.01%
+13,993
1529
$358K ﹤0.01%
2,906
+167
1530
$358K ﹤0.01%
+21,154
1531
$356K ﹤0.01%
34,843
-939
1532
$356K ﹤0.01%
48,028
-2,524
1533
$356K ﹤0.01%
1,844
-122
1534
$354K ﹤0.01%
+3,894
1535
$354K ﹤0.01%
2,823
+94
1536
$353K ﹤0.01%
13,997
+3,055
1537
$352K ﹤0.01%
6,634
+51
1538
$351K ﹤0.01%
4,097
-475
1539
$351K ﹤0.01%
6,745
+18
1540
$351K ﹤0.01%
+17,939
1541
$351K ﹤0.01%
18,866
-23,873
1542
$350K ﹤0.01%
8,601
-11,538
1543
$349K ﹤0.01%
4,759
-373
1544
$349K ﹤0.01%
25,273
-1,981
1545
$347K ﹤0.01%
13,518
+2,839
1546
$346K ﹤0.01%
38,091
-140,746
1547
$346K ﹤0.01%
4,517
+398
1548
$346K ﹤0.01%
+14,149
1549
$346K ﹤0.01%
9,617
-8
1550
$346K ﹤0.01%
24,558
+1,006
60 61
62
63 64