Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$25.4M
2
+$19.1M
3
+$18.7M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$16.6M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$14.9M

Top Sells

1
+$12.9M
2
+$12.7M
3
+$7.32M
4
GLD icon
SPDR Gold Trust
GLD
+$6.7M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$6.17M

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
1851
$223K ﹤0.01%
+3,142
1852
$221K ﹤0.01%
+3,648
1853
$221K ﹤0.01%
13,554
+205
1854
$221K ﹤0.01%
1,813
-51
1855
$221K ﹤0.01%
19,439
-9,802
1856
$221K ﹤0.01%
17,291
-3,921
1857
$220K ﹤0.01%
3,237
-152
1858
$220K ﹤0.01%
+1,690
1859
$220K ﹤0.01%
3,384
-132
1860
$220K ﹤0.01%
23,137
+1,211
1861
$220K ﹤0.01%
17,098
+1,000
1862
$220K ﹤0.01%
16,963
-1,069
1863
$219K ﹤0.01%
+3,688
1864
$219K ﹤0.01%
+244
1865
$218K ﹤0.01%
3,447
-398
1866
$218K ﹤0.01%
+7,643
1867
$218K ﹤0.01%
15,493
+525
1868
$218K ﹤0.01%
+8,994
1869
$217K ﹤0.01%
+11,301
1870
$217K ﹤0.01%
+12,572
1871
$217K ﹤0.01%
14,831
+76
1872
$217K ﹤0.01%
4,583
-815
1873
$217K ﹤0.01%
11,691
-208
1874
$217K ﹤0.01%
+7,117
1875
$216K ﹤0.01%
3,732
+88
73 74
75
76 77