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
1601
$324K ﹤0.01%
+12,401
1602
$323K ﹤0.01%
34,142
+12,388
1603
$323K ﹤0.01%
10,510
-1,844
1604
$323K ﹤0.01%
+12,447
1605
$322K ﹤0.01%
9,000
+829
1606
$322K ﹤0.01%
10,986
-1,226
1607
$322K ﹤0.01%
6,818
+23
1608
$322K ﹤0.01%
6,513
-248
1609
$321K ﹤0.01%
2,655
+20
1610
$321K ﹤0.01%
12,166
+298
1611
$321K ﹤0.01%
4,875
+849
1612
$321K ﹤0.01%
70,997
+5,551
1613
$320K ﹤0.01%
7,242
-2,627
1614
$319K ﹤0.01%
46,211
-7,854
1615
$319K ﹤0.01%
11,294
-2,264
1616
$318K ﹤0.01%
62,646
-14,376
1617
$317K ﹤0.01%
8,730
-84
1618
$317K ﹤0.01%
102,015
+22,307
1619
$317K ﹤0.01%
24,798
+2,885
1620
$316K ﹤0.01%
9,357
+842
1621
$315K ﹤0.01%
7,672
+44
1622
$315K ﹤0.01%
5,283
-240
1623
$314K ﹤0.01%
94,160
+35,475
1624
$313K ﹤0.01%
+9,985
1625
$312K ﹤0.01%
5,082
-1,178
63 64
65
66 67