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
1676
$290K ﹤0.01%
6,606
-732
1677
$290K ﹤0.01%
+9,335
1678
$290K ﹤0.01%
9,248
-706
1679
$289K ﹤0.01%
2,629
+17
1680
$289K ﹤0.01%
+3,546
1681
$288K ﹤0.01%
+17,948
1682
$288K ﹤0.01%
3,178
+594
1683
$288K ﹤0.01%
2,182
-127
1684
$288K ﹤0.01%
6,231
1685
$287K ﹤0.01%
10,879
+2,176
1686
$287K ﹤0.01%
8,085
-62
1687
$286K ﹤0.01%
19,519
+783
1688
$286K ﹤0.01%
5,684
+1,647
1689
$286K ﹤0.01%
45,431
+25,647
1690
$285K ﹤0.01%
5,437
+583
1691
$285K ﹤0.01%
39,499
-21,850
1692
$284K ﹤0.01%
24,380
+260
1693
$283K ﹤0.01%
21,250
-4,450
1694
$283K ﹤0.01%
6,261
+653
1695
$283K ﹤0.01%
+7,571
1696
$283K ﹤0.01%
23,024
-11,681
1697
$282K ﹤0.01%
9,014
+695
1698
$281K ﹤0.01%
67,804
-3,342
1699
$281K ﹤0.01%
+80
1700
$280K ﹤0.01%
16,258
+3,063
66 67
68
69 70