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
1801
$238K ﹤0.01%
+1,371
1802
$238K ﹤0.01%
20,418
-3,754
1803
$238K ﹤0.01%
+845
1804
$238K ﹤0.01%
5,267
-6
1805
$237K ﹤0.01%
5,512
+114
1806
$237K ﹤0.01%
+4,614
1807
$237K ﹤0.01%
+10,941
1808
$237K ﹤0.01%
+4,491
1809
$237K ﹤0.01%
2,274
+163
1810
$237K ﹤0.01%
+12,850
1811
$236K ﹤0.01%
+731
1812
$236K ﹤0.01%
+9,314
1813
$236K ﹤0.01%
8,764
-52,837
1814
$235K ﹤0.01%
21,788
-3,544
1815
$235K ﹤0.01%
+5,493
1816
$235K ﹤0.01%
2,365
+119
1817
$235K ﹤0.01%
17,730
+258
1818
$235K ﹤0.01%
6,922
+567
1819
$234K ﹤0.01%
6,093
-10,033
1820
$234K ﹤0.01%
+3,942
1821
$234K ﹤0.01%
9,292
+7
1822
$233K ﹤0.01%
+3,134
1823
$233K ﹤0.01%
+20,474
1824
$231K ﹤0.01%
+5,284
1825
$231K ﹤0.01%
8,435
-717
71 72
73
74 75