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 3.91%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.2M 0.12%
305,990
+42,984
177
$10.1M 0.12%
206,140
+9,688
178
$10.1M 0.12%
245,211
+910
179
$9.87M 0.12%
394,588
+124,446
180
$9.84M 0.12%
160,859
+22,066
181
$9.68M 0.11%
141,853
+19,381
182
$9.66M 0.11%
149,759
+24,135
183
$9.34M 0.11%
192,249
-29,356
184
$9.31M 0.11%
224,442
+31,538
185
$9.23M 0.11%
437,961
+54,184
186
$9.04M 0.11%
77,861
+37,179
187
$8.95M 0.11%
106,014
+6,830
188
$8.87M 0.1%
176,825
+49,816
189
$8.83M 0.1%
460,130
+18,010
190
$8.8M 0.1%
94,728
+244
191
$8.72M 0.1%
144,510
+20,700
192
$8.72M 0.1%
138,177
+15,473
193
$8.69M 0.1%
148,423
-6,262
194
$8.69M 0.1%
119,788
+4,638
195
$8.57M 0.1%
+536,485
196
$8.54M 0.1%
684,180
+37,590
197
$8.49M 0.1%
116,893
+17,145
198
$8.48M 0.1%
53,594
+6,055
199
$8.42M 0.1%
79,719
+6,705
200
$8.39M 0.1%
396,296
+41,568
6 7
8
9 10