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
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2138
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2139
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2140
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2141
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2142
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2143
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2144
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2145
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2146
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-7,275
2147
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2148
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2149
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2150
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-7,890
84 85
86
87 88