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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
2126
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-16,984
2127
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-30,593
2128
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-6,123
2129
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-11,130
2130
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-19,593
2131
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-10,439
2132
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-3,842
2133
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-11,076
2134
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-5,108
2135
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-6,650
2136
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-23,005
2137
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-6,052
2138
– –
-35,648
2139
– –
-51,085
2140
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-21,800
2141
– –
-7,275
2142
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-4,215
2143
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-123,163
2144
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-225
2145
– –
-9,182
2146
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-3,676
2147
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2148
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-10,249
2149
– –
-3,044
2150
– –
0
84 85
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87 88