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
376
$9.89M 0.05%
53,636
-2,808
377
$9.88M 0.05%
101,073
-28,386
378
$9.81M 0.05%
72,193
+4,557
379
$9.8M 0.05%
96,748
-4,292
380
$9.79M 0.05%
120,773
-9,631
381
$9.78M 0.04%
46,689
+3,531
382
$9.76M 0.04%
289,217
+246,249
383
$9.72M 0.04%
124,055
+60,289
384
$9.68M 0.04%
629,608
+116,515
385
$9.67M 0.04%
59,889
+1,518
386
$9.65M 0.04%
17,330
-1,893
387
$9.63M 0.04%
524,276
+49,410
388
$9.6M 0.04%
123,253
+3,948
389
$9.54M 0.04%
123,891
+13,345
390
$9.5M 0.04%
221,050
-5,748
391
$9.48M 0.04%
257,402
+59,338
392
$9.47M 0.04%
19,276
+269
393
$9.46M 0.04%
136,666
-35,522
394
$9.46M 0.04%
224,842
-15,900
395
$9.45M 0.04%
+174,875
396
$9.36M 0.04%
95,505
+1,744
397
$9.36M 0.04%
327,286
-3,800
398
$9.36M 0.04%
142,544
-13,041
399
$9.23M 0.04%
162,794
-1,318
400
$9.21M 0.04%
49,882
-947
14 15
16
17 18