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
1826
$230K ﹤0.01%
3,917
-868
1827
$230K ﹤0.01%
7,745
+414
1828
$229K ﹤0.01%
4,304
-140
1829
$228K ﹤0.01%
+10,774
1830
$228K ﹤0.01%
9,651
-471
1831
$228K ﹤0.01%
+5,711
1832
$228K ﹤0.01%
18,615
-6,998
1833
$228K ﹤0.01%
288
-160
1834
$228K ﹤0.01%
9,146
-449
1835
$227K ﹤0.01%
+8,162
1836
$227K ﹤0.01%
388
-27
1837
$226K ﹤0.01%
+13,289
1838
$226K ﹤0.01%
+5,631
1839
$225K ﹤0.01%
19,226
-2,979
1840
$225K ﹤0.01%
+9,001
1841
$225K ﹤0.01%
8,903
-1,506
1842
$224K ﹤0.01%
4,847
+60
1843
$224K ﹤0.01%
2,509
-28
1844
$224K ﹤0.01%
2,944
+27
1845
$224K ﹤0.01%
19,932
-700
1846
$224K ﹤0.01%
11,222
+1,725
1847
$224K ﹤0.01%
+8,180
1848
$224K ﹤0.01%
+3,184
1849
$223K ﹤0.01%
16,469
+310
1850
$223K ﹤0.01%
8,715
-315
72 73
74
75 76