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
276
$14.5M 0.07%
218,114
-106,159
277
$14.4M 0.07%
107,231
-10,162
278
$14.4M 0.07%
807,633
+106,437
279
$14.3M 0.07%
266,337
+59,294
280
$14.3M 0.07%
566,730
+180,542
281
$14.3M 0.07%
578,052
-9,270
282
$14.3M 0.07%
367,854
-3,101
283
$14.3M 0.07%
27
+3
284
$14.3M 0.07%
54,821
+4,727
285
$14.2M 0.07%
566,301
+403,162
286
$14.2M 0.07%
89,649
+936
287
$14.2M 0.07%
285,637
+37,664
288
$14.2M 0.07%
299,783
+25,295
289
$14M 0.06%
1,033,029
-263,194
290
$14M 0.06%
157,207
-19,719
291
$14M 0.06%
41,500
+591
292
$14M 0.06%
42,315
+11,715
293
$13.9M 0.06%
147,847
+7,020
294
$13.8M 0.06%
106,049
-21,995
295
$13.8M 0.06%
343,588
+223,829
296
$13.8M 0.06%
156,193
+39,956
297
$13.7M 0.06%
112,800
+64,594
298
$13.5M 0.06%
237,568
-10,509
299
$13.5M 0.06%
112,846
+17,511
300
$13.5M 0.06%
533,109
-100,269
10 11
12
13 14