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 3.91%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.38M 0.1%
70,644
-8,422
202
$8.3M 0.1%
159,592
+23,564
203
$8.13M 0.1%
285,994
-4,223
204
$8.11M 0.1%
96,705
-2,565
205
$8.08M 0.1%
201,689
+8,105
206
$8.06M 0.09%
297,160
-151,700
207
$8M 0.09%
288,616
+15,788
208
$7.92M 0.09%
42,187
+807
209
$7.86M 0.09%
193,104
-35,656
210
$7.86M 0.09%
42,207
-3,652
211
$7.77M 0.09%
78,755
+42,086
212
$7.74M 0.09%
366,819
+33,965
213
$7.7M 0.09%
72,135
-5,178
214
$7.62M 0.09%
262,369
+17,131
215
$7.62M 0.09%
215,991
+28,428
216
$7.61M 0.09%
208,828
+5,212
217
$7.56M 0.09%
194,169
-13,222
218
$7.49M 0.09%
40,126
+8,877
219
$7.47M 0.09%
186,789
+10,579
220
$7.45M 0.09%
361,949
-131,447
221
$7.43M 0.09%
265,959
+48,176
222
$7.35M 0.09%
133,944
-778
223
$7.33M 0.09%
179,864
+7,173
224
$7.33M 0.09%
60,777
+10,068
225
$7.26M 0.09%
138,976
+1,970
7 8
9
10 11