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
2051
$60K ﹤0.01%
20,026
-140
2052
$60K ﹤0.01%
3,100
-325
2053
$60K ﹤0.01%
18,618
+5,058
2054
$59K ﹤0.01%
14,152
+1,788
2055
$58K ﹤0.01%
28,335
-12,457
2056
$58K ﹤0.01%
+10,050
2057
$57K ﹤0.01%
+504
2058
$56K ﹤0.01%
19,741
-3,004
2059
$54K ﹤0.01%
1,436
+362
2060
$52K ﹤0.01%
22,320
-2,073
2061
$51K ﹤0.01%
12,807
-21,051
2062
$46K ﹤0.01%
925
+90
2063
$43K ﹤0.01%
18,231
+995
2064
$43K ﹤0.01%
20,000
2065
$40K ﹤0.01%
474
2066
$40K ﹤0.01%
5,549
+3,911
2067
$39K ﹤0.01%
10,600
2068
$39K ﹤0.01%
1,065
2069
$38K ﹤0.01%
132
2070
$37K ﹤0.01%
5,357
2071
$36K ﹤0.01%
26,114
2072
$32K ﹤0.01%
+1,587
2073
$30K ﹤0.01%
734
+135
2074
$29K ﹤0.01%
11,575
-2,000
2075
$29K ﹤0.01%
3,359
81 82
83
84 85