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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
2151
– –
-3,839
2152
– –
-17,168
2153
– –
-5,450
2154
– –
-14,437
2155
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-5,922
2156
– –
-2,429
2157
– –
-36,053
2158
– –
-11,786
2159
– –
-7,299
2160
– –
-36,715
2161
– –
-645
2162
– –
-9,242
2163
– –
-2,005
2164
– –
-13,129
2165
– –
-24,685
2166
– –
-13,119
2167
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-14,500
2168
– –
-13,007
2169
– –
-6,570
2170
– –
-14,240
2171
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-10,900
2172
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-14,378
2173
– –
-21,880
2174
– –
-10,594
2175
– –
-21,688
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