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
301
$13.4M 0.06%
256,606
+4,774
302
$13.4M 0.06%
758,650
+320,196
303
$13.2M 0.06%
263,818
+54,614
304
$13.2M 0.06%
119,337
+199
305
$13.2M 0.06%
191,460
-3,100
306
$13.1M 0.06%
52,354
-6,992
307
$12.9M 0.06%
212,430
+1,778
308
$12.9M 0.06%
53,663
+1,451
309
$12.8M 0.06%
423,573
-40,366
310
$12.8M 0.06%
122,371
+4,081
311
$12.7M 0.06%
926,919
+56,909
312
$12.5M 0.06%
143,060
+17,921
313
$12.5M 0.06%
270,739
+10,417
314
$12.5M 0.06%
184,430
-35,860
315
$12.4M 0.06%
181,790
-9,240
316
$12.4M 0.06%
336,943
+24,578
317
$12.4M 0.06%
105,058
+6,574
318
$12.4M 0.06%
25,306
-1,717
319
$12.4M 0.06%
331,293
+131,345
320
$12.4M 0.06%
565,544
+135,127
321
$12.4M 0.06%
171,067
-17,371
322
$12.2M 0.06%
65,427
+2,187
323
$12.2M 0.06%
379,700
+109,513
324
$12.2M 0.06%
169,496
+106,875
325
$12.1M 0.06%
79,612
-6,108
11 12
13
14 15