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
1626
$312K ﹤0.01%
3,246
+277
1627
$312K ﹤0.01%
15,249
+1,450
1628
$311K ﹤0.01%
22,545
+529
1629
$311K ﹤0.01%
+3,723
1630
$310K ﹤0.01%
2,893
+195
1631
$310K ﹤0.01%
27
-3
1632
$309K ﹤0.01%
1,271
+7
1633
$309K ﹤0.01%
7,804
-1,143
1634
$308K ﹤0.01%
4,499
-485
1635
$307K ﹤0.01%
8,596
+279
1636
$307K ﹤0.01%
17,781
+1,391
1637
$307K ﹤0.01%
+6,776
1638
$306K ﹤0.01%
8,714
+497
1639
$306K ﹤0.01%
8,866
+312
1640
$305K ﹤0.01%
13,892
+164
1641
$305K ﹤0.01%
8,280
+151
1642
$304K ﹤0.01%
11,982
+1,219
1643
$304K ﹤0.01%
+10,233
1644
$304K ﹤0.01%
68,285
+3,512
1645
$304K ﹤0.01%
17,282
-3,988
1646
$303K ﹤0.01%
10,465
+356
1647
$302K ﹤0.01%
10,613
+216
1648
$302K ﹤0.01%
22,104
-25,632
1649
$301K ﹤0.01%
7,950
-300
1650
$301K ﹤0.01%
+3,319
64 65
66
67 68