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
1551
$346K ﹤0.01%
80,767
-11,498
1552
$345K ﹤0.01%
6,451
+1,640
1553
$345K ﹤0.01%
+9,179
1554
$345K ﹤0.01%
9,044
+346
1555
$345K ﹤0.01%
24,603
-1,950
1556
$345K ﹤0.01%
5,411
+763
1557
$345K ﹤0.01%
5,134
+154
1558
$345K ﹤0.01%
65,354
-10,354
1559
$344K ﹤0.01%
4,950
+1
1560
$344K ﹤0.01%
4,944
-317
1561
$344K ﹤0.01%
+8,864
1562
$344K ﹤0.01%
10,082
+2,323
1563
$344K ﹤0.01%
26,076
+1,286
1564
$344K ﹤0.01%
5,708
+879
1565
$343K ﹤0.01%
8,812
+3,116
1566
$343K ﹤0.01%
+6,768
1567
$340K ﹤0.01%
5,267
+1,016
1568
$339K ﹤0.01%
8,578
+769
1569
$339K ﹤0.01%
6,108
+1,591
1570
$339K ﹤0.01%
852
-14
1571
$338K ﹤0.01%
5,609
1572
$338K ﹤0.01%
32,070
-2,300
1573
$338K ﹤0.01%
5,750
+41
1574
$337K ﹤0.01%
26,607
-1,000
1575
$336K ﹤0.01%
2,379
-7
61 62
63
64 65