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
351
$10.9M 0.05%
146,558
-2,714
352
$10.8M 0.05%
50,053
+1,889
353
$10.8M 0.05%
39,070
-4,615
354
$10.8M 0.05%
568,651
+20,743
355
$10.7M 0.05%
186,532
+113
356
$10.7M 0.05%
93,095
-5,770
357
$10.7M 0.05%
448,906
-13,832
358
$10.6M 0.05%
411,987
+62,749
359
$10.5M 0.05%
36,776
-677
360
$10.5M 0.05%
104,846
+5,982
361
$10.4M 0.05%
84,826
+3,517
362
$10.4M 0.05%
427,692
-119,177
363
$10.4M 0.05%
876,421
+9,477
364
$10.3M 0.05%
54,583
-4,536
365
$10.3M 0.05%
94,365
+5,816
366
$10.2M 0.05%
63,232
+1,042
367
$10.2M 0.05%
40,598
+1,068
368
$10.2M 0.05%
81,257
-29,628
369
$10.2M 0.05%
48,704
-12,818
370
$10.1M 0.05%
215,950
-21,285
371
$10.1M 0.05%
246,050
+96,600
372
$10M 0.05%
44,004
+1,202
373
$10M 0.05%
217,988
-44,596
374
$9.95M 0.05%
223,732
-3,113
375
$9.91M 0.05%
104,704
+2,172
13 14
15
16 17