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
1576
$336K ﹤0.01%
+14,365
1577
$335K ﹤0.01%
8,518
+285
1578
$334K ﹤0.01%
29,827
-27,849
1579
$333K ﹤0.01%
6,134
-4,040
1580
$332K ﹤0.01%
18,579
-2,157
1581
$332K ﹤0.01%
5,000
1582
$332K ﹤0.01%
+6,424
1583
$331K ﹤0.01%
26,694
+10,625
1584
$331K ﹤0.01%
+9,194
1585
$331K ﹤0.01%
12,709
+2,245
1586
$330K ﹤0.01%
+4,313
1587
$329K ﹤0.01%
11,027
-5,509
1588
$327K ﹤0.01%
1,731
-237
1589
$327K ﹤0.01%
12,882
+2,541
1590
$326K ﹤0.01%
3,572
-598
1591
$326K ﹤0.01%
19,332
-200
1592
$326K ﹤0.01%
16,183
+3,845
1593
$326K ﹤0.01%
14,850
-1,737
1594
$325K ﹤0.01%
21,808
-11,250
1595
$325K ﹤0.01%
16,745
+4,900
1596
$325K ﹤0.01%
+6,400
1597
$324K ﹤0.01%
6,221
-120
1598
$324K ﹤0.01%
11,316
+381
1599
$324K ﹤0.01%
11,838
-51
1600
$324K ﹤0.01%
2,602
-10,960
62 63
64
65 66