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
3151
-7,467
3152
-12,143
3153
-79
3154
-5,442
3155
-15,040
3156
-1,854
3157
-812
3158
-8,179
3159
-4,056
3160
-7,480
3161
-1,214
3162
-6,756
3163
-4,391
3164
-19,631
3165
-1,005
3166
-3,265
3167
-1,479
3168
-2,333
3169
-3,190
3170
-1,919
3171
-10,705
3172
-2,470
3173
-1,695
3174
-5,955
3175
-23,118