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
326
$12.1M 0.06%
121,299
+2,394
327
$12.1M 0.06%
178,327
+10,664
328
$12M 0.06%
80,979
-2,908
329
$12M 0.05%
162,184
+18,215
330
$11.9M 0.05%
261,000
-10,129
331
$11.9M 0.05%
302,671
-18,242
332
$11.7M 0.05%
190,746
+178,155
333
$11.7M 0.05%
254,483
+137,749
334
$11.6M 0.05%
179,622
-16,746
335
$11.6M 0.05%
183,879
-309,334
336
$11.5M 0.05%
25,721
-604
337
$11.5M 0.05%
548,176
+30,622
338
$11.4M 0.05%
253,906
+89,034
339
$11.4M 0.05%
44,490
-141
340
$11.3M 0.05%
65,670
-10,356
341
$11.3M 0.05%
515,413
+501,356
342
$11.2M 0.05%
50,362
+1,801
343
$11.1M 0.05%
339,210
+136,895
344
$11.1M 0.05%
231,268
+2,437
345
$11.1M 0.05%
133,508
+971
346
$11.1M 0.05%
122,421
+8,711
347
$11M 0.05%
204,082
-3,885
348
$11M 0.05%
4,670
+1
349
$10.9M 0.05%
385,642
-139,394
350
$10.9M 0.05%
36,044
-1,486
12 13
14
15 16