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
1976
$162K ﹤0.01%
11,112
-9,737
1977
$161K ﹤0.01%
12,136
+373
1978
$161K ﹤0.01%
+12,175
1979
$160K ﹤0.01%
11,176
+14
1980
$158K ﹤0.01%
15,111
+225
1981
$157K ﹤0.01%
16,606
+3,373
1982
$155K ﹤0.01%
24,000
-114
1983
$153K ﹤0.01%
15,136
-164
1984
$153K ﹤0.01%
10,182
-50
1985
$153K ﹤0.01%
12,592
+1,894
1986
$152K ﹤0.01%
2,421
+742
1987
$150K ﹤0.01%
13,749
-5,670
1988
$149K ﹤0.01%
16,325
-5,000
1989
$144K ﹤0.01%
+967
1990
$143K ﹤0.01%
16,541
+350
1991
$143K ﹤0.01%
18,225
-911
1992
$142K ﹤0.01%
10,363
-6,993
1993
$142K ﹤0.01%
10,253
-2,584
1994
$141K ﹤0.01%
16,838
-1,099
1995
$139K ﹤0.01%
+12,256
1996
$138K ﹤0.01%
11,485
-2,100
1997
$136K ﹤0.01%
10,026
-3,676
1998
$134K ﹤0.01%
17,721
+4,884
1999
$134K ﹤0.01%
19,831
-25,095
2000
$130K ﹤0.01%
15,482
-366
78 79
80
81 82