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
3176
-1,458
3177
-9,557
3178
-8,139
3179
-7,640
3180
-1,731
3181
-7,215
3182
-10,172
3183
-1,924
3184
-10,225
3185
-8,186
3186
-768
3187
-12,686
3188
-5,165
3189
-1,519
3190
-11,941
3191
-12,241
3192
-3,398
3193
-9,895
3194
-2,782
3195
-5,939
3196
-853
3197
-24,281
3198
-3,101
3199
-8,250
3200
-12,375