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
$21.8B
AUM Growth
-$587M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,387
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$43.4M
3
+$41.3M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$38.8M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$34.4M

Top Sells

1
+$44.7M
2
+$41M
3
+$40.5M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$35.3M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$22.2M

Sector Composition

1 Technology 9.85%
2 Financials 4.82%
3 Consumer Discretionary 4.67%
4 Healthcare 3.78%
5 Industrials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19M 0.09%
+285,954
227
$18.9M 0.09%
317,306
+35,224
228
$18.9M 0.09%
221,840
+9,569
229
$18.5M 0.08%
602,609
+16,095
230
$18.4M 0.08%
407,678
-31,236
231
$18.3M 0.08%
409,610
-20,190
232
$18.2M 0.08%
565,848
-112,026
233
$18.2M 0.08%
371,254
+23,958
234
$18.1M 0.08%
134,172
-33,454
235
$18.1M 0.08%
79,664
+1,237
236
$18M 0.08%
691,879
+684,061
237
$17.9M 0.08%
361,626
-1,849
238
$17.9M 0.08%
178,951
-5,262
239
$17.8M 0.08%
619,412
+39,330
240
$17.8M 0.08%
112,797
-59,361
241
$17.7M 0.08%
375,649
+27,787
242
$17.6M 0.08%
211,618
+31,230
243
$17.5M 0.08%
628,201
-16,651
244
$17.4M 0.08%
210,393
+18,226
245
$17.4M 0.08%
571,923
-265,161
246
$17.4M 0.08%
272,669
+12,500
247
$17.4M 0.08%
306,372
+16,666
248
$17.4M 0.08%
219,253
+8,621
249
$17.2M 0.08%
184,303
+71,531
250
$16.9M 0.08%
335,121
+154,273
8 9
10
11 12