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
1751
$258K ﹤0.01%
4,639
-1,011
1752
$258K ﹤0.01%
8,700
-1,387
1753
$257K ﹤0.01%
3,956
+750
1754
$257K ﹤0.01%
3,245
+140
1755
$256K ﹤0.01%
+4,240
1756
$255K ﹤0.01%
+9,987
1757
$254K ﹤0.01%
9,338
-8,564
1758
$254K ﹤0.01%
18,910
-1,313
1759
$254K ﹤0.01%
1,218
+1
1760
$253K ﹤0.01%
10,859
+404
1761
$253K ﹤0.01%
8,450
-313
1762
$252K ﹤0.01%
46,731
-1,105
1763
$252K ﹤0.01%
30,044
+123
1764
$252K ﹤0.01%
17,046
1765
$252K ﹤0.01%
+1,339
1766
$250K ﹤0.01%
18,926
+1,273
1767
$250K ﹤0.01%
20,084
-4,071
1768
$250K ﹤0.01%
+38,375
1769
$249K ﹤0.01%
+2,411
1770
$248K ﹤0.01%
+4,162
1771
$248K ﹤0.01%
18,049
+7,877
1772
$248K ﹤0.01%
7,086
-1,597
1773
$248K ﹤0.01%
42,102
+8,156
1774
$247K ﹤0.01%
8,148
-144
1775
$247K ﹤0.01%
3,404
-2,000
69 70
71
72 73