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
1901
$207K ﹤0.01%
+6,508
1902
$207K ﹤0.01%
+13,389
1903
$207K ﹤0.01%
+9,300
1904
$206K ﹤0.01%
6,862
+286
1905
$205K ﹤0.01%
+8,806
1906
$205K ﹤0.01%
6,523
1907
$205K ﹤0.01%
13,821
-2,734
1908
$204K ﹤0.01%
+4,613
1909
$204K ﹤0.01%
328
+2
1910
$204K ﹤0.01%
+7,697
1911
$204K ﹤0.01%
+7,556
1912
$203K ﹤0.01%
+2,845
1913
$203K ﹤0.01%
2,327
-297
1914
$203K ﹤0.01%
+6,090
1915
$203K ﹤0.01%
11,783
-1,519
1916
$203K ﹤0.01%
+4,018
1917
$202K ﹤0.01%
17,060
+952
1918
$202K ﹤0.01%
3,841
-1,036
1919
$202K ﹤0.01%
+949
1920
$202K ﹤0.01%
+3,466
1921
$202K ﹤0.01%
11,570
-5,330
1922
$202K ﹤0.01%
+3,234
1923
$201K ﹤0.01%
+443
1924
$201K ﹤0.01%
+7,845
1925
$201K ﹤0.01%
+34,492
75 76
77
78 79