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
1651
$301K ﹤0.01%
17,278
-6,308
1652
$301K ﹤0.01%
+7,181
1653
$300K ﹤0.01%
+23,250
1654
$300K ﹤0.01%
7,943
-450
1655
$299K ﹤0.01%
+6,786
1656
$299K ﹤0.01%
12,914
-2,363
1657
$299K ﹤0.01%
11,589
-5,305
1658
$299K ﹤0.01%
34,431
1659
$299K ﹤0.01%
5,206
-87
1660
$298K ﹤0.01%
+8,034
1661
$298K ﹤0.01%
5,223
-723
1662
$298K ﹤0.01%
6,537
-1,076
1663
$298K ﹤0.01%
24,143
-3,604
1664
$298K ﹤0.01%
2,846
+324
1665
$297K ﹤0.01%
5,766
+1,884
1666
$297K ﹤0.01%
+5,673
1667
$297K ﹤0.01%
25,480
1668
$297K ﹤0.01%
18,382
-4,899
1669
$294K ﹤0.01%
1,992
-323
1670
$294K ﹤0.01%
61,059
-11,220
1671
$294K ﹤0.01%
+3,931
1672
$293K ﹤0.01%
+7,553
1673
$291K ﹤0.01%
+3,613
1674
$290K ﹤0.01%
+4,946
1675
$290K ﹤0.01%
5,286
-253
65 66
67
68 69