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
1951
$181K ﹤0.01%
12,152
-47,644
1952
$181K ﹤0.01%
+13,888
1953
$181K ﹤0.01%
15,924
+3,060
1954
$180K ﹤0.01%
20,550
+8,720
1955
$179K ﹤0.01%
19,194
+298
1956
$178K ﹤0.01%
2,666
-101
1957
$178K ﹤0.01%
17,368
-2,797
1958
$177K ﹤0.01%
16,312
+4,724
1959
$176K ﹤0.01%
14,395
-1,446
1960
$175K ﹤0.01%
+10,564
1961
$171K ﹤0.01%
2,746
+203
1962
$171K ﹤0.01%
15,109
+227
1963
$169K ﹤0.01%
27,988
+1,471
1964
$169K ﹤0.01%
11,631
+300
1965
$168K ﹤0.01%
12,317
+312
1966
$168K ﹤0.01%
7,158
-101
1967
$166K ﹤0.01%
12,355
-3,140
1968
$165K ﹤0.01%
12,834
-1,500
1969
$165K ﹤0.01%
1,168
-165
1970
$164K ﹤0.01%
14,745
+255
1971
$164K ﹤0.01%
11,640
+156
1972
$164K ﹤0.01%
+12,208
1973
$163K ﹤0.01%
14,303
-600
1974
$162K ﹤0.01%
16,603
+2,250
1975
$162K ﹤0.01%
16,566
-1,486
77 78
79
80 81