Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$431M 5.07%
1,758,326
+106,081
2
$313M 3.69%
5,517,153
+188,093
3
$166M 1.96%
619,133
-6,968
4
$159M 1.88%
3,769,144
+55,980
5
$135M 1.58%
2,475,696
+208,540
6
$117M 1.38%
1,434,496
+80,459
7
$115M 1.35%
1,447,579
+150,551
8
$114M 1.34%
831,539
+63,984
9
$106M 1.24%
2,355,869
+423,823
10
$93.7M 1.1%
2,040,945
-3,485
11
$91.3M 1.07%
342,232
-12,259
12
$86.4M 1.02%
773,042
+39,938
13
$63.9M 0.75%
322,593
+9,744
14
$62.7M 0.74%
402,714
-83,165
15
$57.8M 0.68%
822,098
-5,754
16
$56.8M 0.67%
557,144
+3,001
17
$56.4M 0.66%
1,075,233
+75,032
18
$54.1M 0.64%
645,045
+56,107
19
$54M 0.64%
2,350,840
+198,511
20
$53.9M 0.63%
922,520
+36,460
21
$53.5M 0.63%
1,940,381
+130,942
22
$52.1M 0.61%
295,361
+314
23
$51.9M 0.61%
621,107
-32,283
24
$50.2M 0.59%
1,708,570
+141,706
25
$49.3M 0.58%
352,547
+21,076
1
2 3 4 5