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 3.91%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.8M 0.14%
73,057
+23,895
152
$11.6M 0.14%
668,016
+284,984
153
$11.6M 0.14%
143,651
+9,008
154
$11.5M 0.14%
33,339
+2,294
155
$11.5M 0.13%
238,247
+21,004
156
$11.3M 0.13%
198,828
+18,313
157
$11.3M 0.13%
538,130
+42,135
158
$11.3M 0.13%
156,110
+20,719
159
$11.1M 0.13%
1,027,710
+179,520
160
$11M 0.13%
364,886
+103,672
161
$11M 0.13%
183,726
+119,414
162
$10.9M 0.13%
158,070
+17,713
163
$10.9M 0.13%
170,109
-36,935
164
$10.9M 0.13%
143,929
+56,647
165
$10.8M 0.13%
97,245
-5,586
166
$10.8M 0.13%
505,666
+38,256
167
$10.7M 0.13%
69,629
-28,814
168
$10.7M 0.13%
78,343
+52,030
169
$10.7M 0.13%
145,026
+104,292
170
$10.7M 0.13%
195,556
+42,222
171
$10.7M 0.13%
+687,349
172
$10.4M 0.12%
103,082
-3,097
173
$10.4M 0.12%
181,476
+12,080
174
$10.4M 0.12%
208,170
-6,905
175
$10.2M 0.12%
171,673
+33,688
5 6
7
8 9