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
1876
$216K ﹤0.01%
4,051
-32
1877
$216K ﹤0.01%
+8,879
1878
$215K ﹤0.01%
4,028
-398
1879
$215K ﹤0.01%
+7,683
1880
$214K ﹤0.01%
17,282
-372
1881
$214K ﹤0.01%
11,743
+102
1882
$214K ﹤0.01%
11,940
+1,010
1883
$214K ﹤0.01%
8,622
-461
1884
$213K ﹤0.01%
+10,885
1885
$213K ﹤0.01%
12,263
-2,827
1886
$213K ﹤0.01%
16,913
-7,901
1887
$212K ﹤0.01%
+3,789
1888
$212K ﹤0.01%
+5,869
1889
$212K ﹤0.01%
16,598
-196
1890
$211K ﹤0.01%
1,849
-327
1891
$211K ﹤0.01%
12,955
+136
1892
$210K ﹤0.01%
1,195
-220
1893
$210K ﹤0.01%
39,480
+1,299
1894
$210K ﹤0.01%
+1,711
1895
$209K ﹤0.01%
3,100
1896
$209K ﹤0.01%
13,754
+2,012
1897
$209K ﹤0.01%
+4,564
1898
$208K ﹤0.01%
11,097
+585
1899
$208K ﹤0.01%
3,294
-600
1900
$208K ﹤0.01%
26,890
-673
74 75
76
77 78