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
1776
$247K ﹤0.01%
16,043
-2,131
1777
$246K ﹤0.01%
15,364
1778
$246K ﹤0.01%
4,694
-573
1779
$246K ﹤0.01%
4,818
1780
$246K ﹤0.01%
2,917
+617
1781
$245K ﹤0.01%
10,692
-2,843
1782
$245K ﹤0.01%
+2,805
1783
$245K ﹤0.01%
+8,531
1784
$245K ﹤0.01%
14,801
-9,241
1785
$244K ﹤0.01%
7,727
+448
1786
$244K ﹤0.01%
21,787
-230
1787
$244K ﹤0.01%
+7,830
1788
$244K ﹤0.01%
1,697
+77
1789
$243K ﹤0.01%
3,033
1790
$242K ﹤0.01%
5,852
-412
1791
$242K ﹤0.01%
6,182
-498
1792
$242K ﹤0.01%
3,831
+45
1793
$242K ﹤0.01%
+5,773
1794
$241K ﹤0.01%
+6,590
1795
$241K ﹤0.01%
4,862
+824
1796
$241K ﹤0.01%
6,615
-71
1797
$240K ﹤0.01%
+7,250
1798
$240K ﹤0.01%
+13,632
1799
$239K ﹤0.01%
542
-38
1800
$238K ﹤0.01%
19,546
+1,954
70 71
72
73 74