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
251
$16.8M 0.08%
136,706
-11,526
252
$16.8M 0.08%
153,814
-14,444
253
$16.6M 0.08%
221,900
-34,759
254
$16.6M 0.08%
182,835
+20,919
255
$16.1M 0.07%
101,305
+2,931
256
$16.1M 0.07%
150,644
+2,892
257
$15.9M 0.07%
1,334,760
+167,115
258
$15.9M 0.07%
86,754
+5,546
259
$15.7M 0.07%
68,009
+10,041
260
$15.7M 0.07%
684,005
+142,557
261
$15.6M 0.07%
73,417
+2,240
262
$15.6M 0.07%
140,184
-1,351
263
$15.4M 0.07%
553,129
+330,974
264
$15.4M 0.07%
183,562
+3,745
265
$15.1M 0.07%
111,146
+1,816
266
$15M 0.07%
408,310
+61,469
267
$15M 0.07%
310,095
-241,040
268
$14.8M 0.07%
312,949
+9,941
269
$14.8M 0.07%
502,323
+12,649
270
$14.8M 0.07%
112,009
-968
271
$14.7M 0.07%
622,808
+492
272
$14.6M 0.07%
299,136
-136,329
273
$14.6M 0.07%
306,160
-178,867
274
$14.6M 0.07%
292,511
+39,960
275
$14.5M 0.07%
210,414
+85,217
9 10
11
12 13