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
2101
– –
-4,540
2102
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-27,119
2103
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-12,032
2104
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-6,352
2105
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-11,483
2106
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-6,694
2107
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-10,971
2108
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-11,846
2109
– –
-21,921
2110
– –
-13,039
2111
– –
0
2112
– –
-11,728
2113
– –
-11,453
2114
– –
-3,149
2115
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-10,334
2116
– –
-4,875
2117
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-12,189
2118
– –
-13,957
2119
– –
-1,533
2120
– –
-17,937
2121
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-10,286
2122
– –
-30,125
2123
– –
-16,984
2124
– –
-30,593
2125
– –
-6,123
83 84
85
86 87