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
1701
$280K ﹤0.01%
3,173
-196
1702
$279K ﹤0.01%
3,474
+7
1703
$279K ﹤0.01%
10,709
+100
1704
$278K ﹤0.01%
7,848
-5,013
1705
$278K ﹤0.01%
10,934
-4,389
1706
$278K ﹤0.01%
15,624
-1,281
1707
$278K ﹤0.01%
5,293
+800
1708
$276K ﹤0.01%
13,276
-22,304
1709
$276K ﹤0.01%
+10,559
1710
$275K ﹤0.01%
3,197
+287
1711
$275K ﹤0.01%
+3,011
1712
$275K ﹤0.01%
+3,164
1713
$275K ﹤0.01%
7,996
+154
1714
$274K ﹤0.01%
+9,183
1715
$273K ﹤0.01%
12,670
-370
1716
$273K ﹤0.01%
15,234
+91
1717
$273K ﹤0.01%
4,927
-370
1718
$272K ﹤0.01%
1,805
-17
1719
$271K ﹤0.01%
26,027
-4,476
1720
$271K ﹤0.01%
10,389
+1,004
1721
$269K ﹤0.01%
6,557
-1,407
1722
$269K ﹤0.01%
6,450
1723
$269K ﹤0.01%
+12,102
1724
$268K ﹤0.01%
+4,252
1725
$268K ﹤0.01%
+3,266
67 68
69
70 71