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
1726
$268K ﹤0.01%
+2,802
1727
$268K ﹤0.01%
8,744
+1,180
1728
$268K ﹤0.01%
15,029
+451
1729
$268K ﹤0.01%
7,699
-718
1730
$267K ﹤0.01%
3,497
+578
1731
$267K ﹤0.01%
+5,423
1732
$267K ﹤0.01%
71,322
-12,398
1733
$267K ﹤0.01%
848
-602
1734
$266K ﹤0.01%
3,943
+305
1735
$265K ﹤0.01%
12,674
+1,831
1736
$262K ﹤0.01%
2,023
+21
1737
$262K ﹤0.01%
1,619
-10
1738
$262K ﹤0.01%
+6,820
1739
$262K ﹤0.01%
+8,750
1740
$261K ﹤0.01%
41,707
-7,715
1741
$261K ﹤0.01%
186
-30
1742
$260K ﹤0.01%
9,112
+850
1743
$260K ﹤0.01%
3,673
+265
1744
$260K ﹤0.01%
+3,999
1745
$259K ﹤0.01%
+6,364
1746
$259K ﹤0.01%
4,206
+562
1747
$259K ﹤0.01%
3,220
-190
1748
$259K ﹤0.01%
+7,155
1749
$258K ﹤0.01%
7,697
+298
1750
$258K ﹤0.01%
+7,390
68 69
70
71 72