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
1926
$201K ﹤0.01%
+5,638
1927
$201K ﹤0.01%
+3,308
1928
$201K ﹤0.01%
7,589
-1,070
1929
$201K ﹤0.01%
+1,486
1930
$201K ﹤0.01%
+1,813
1931
$200K ﹤0.01%
14,664
-2,478
1932
$200K ﹤0.01%
26,458
+8,612
1933
$199K ﹤0.01%
6,290
-25,023
1934
$197K ﹤0.01%
+32,455
1935
$196K ﹤0.01%
13,800
1936
$196K ﹤0.01%
22,069
+3,201
1937
$195K ﹤0.01%
14,135
+312
1938
$193K ﹤0.01%
+13,100
1939
$193K ﹤0.01%
10,530
-2,000
1940
$192K ﹤0.01%
41,304
+4,339
1941
$191K ﹤0.01%
897
+10
1942
$191K ﹤0.01%
13,731
+116
1943
$190K ﹤0.01%
10,964
+114
1944
$188K ﹤0.01%
+13,163
1945
$188K ﹤0.01%
7,629
-1,645
1946
$188K ﹤0.01%
11,438
-575
1947
$185K ﹤0.01%
+13,497
1948
$184K ﹤0.01%
16,076
+4,355
1949
$184K ﹤0.01%
13,712
-1,646
1950
$181K ﹤0.01%
14,491
-4,200
76 77
78
79 80