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
2076
$28K ﹤0.01%
+11,230
2077
$25K ﹤0.01%
4,308
2078
$24K ﹤0.01%
10,010
2079
$24K ﹤0.01%
10,000
2080
$23K ﹤0.01%
+2,260
2081
$22K ﹤0.01%
10,610
-14,310
2082
$21K ﹤0.01%
10,735
2083
$21K ﹤0.01%
472
-88
2084
$20K ﹤0.01%
+10,796
2085
$19K ﹤0.01%
771
-364
2086
$14K ﹤0.01%
48
2087
$12K ﹤0.01%
16,855
-3,000
2088
$10K ﹤0.01%
+11,624
2089
$9K ﹤0.01%
11,518
-5,149
2090
$7K ﹤0.01%
297
-13
2091
– –
0
2092
– –
-2,418
2093
– –
-10,900
2094
– –
-4,108
2095
– –
-4,300
2096
– –
-6,438
2097
– –
-8,929
2098
– –
-3,500
2099
– –
-26,860
2100
– –
-4,145
82 83
84
85 86