Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$25.4M
2
+$19.1M
3
+$18.7M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$16.6M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$14.9M

Top Sells

1
+$12.9M
2
+$12.7M
3
+$7.32M
4
GLD icon
SPDR Gold Trust
GLD
+$6.7M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$6.17M

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
2101
– –
-8,929
2102
– –
-3,500
2103
– –
-26,860
2104
– –
-4,145
2105
– –
-4,540
2106
– –
-27,119
2107
– –
-12,032
2108
– –
-6,352
2109
– –
-11,483
2110
– –
-6,694
2111
– –
-10,971
2112
– –
-11,846
2113
– –
-21,921
2114
– –
-13,039
2115
– –
0
2116
– –
-11,728
2117
– –
-11,453
2118
– –
-3,044
2119
– –
0
2120
– –
-5,450
2121
– –
-14,437
2122
– –
-5,922
2123
– –
-2,429
2124
– –
-36,053
2125
– –
-11,786
83 84
85
86 87