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
401
$9.18M 0.04%
359,417
-107,275
402
$9.16M 0.04%
265,345
+25,865
403
$9.13M 0.04%
231,548
+178,670
404
$9.13M 0.04%
286,345
+29,687
405
$9.09M 0.04%
166,213
-13,032
406
$9.06M 0.04%
89,194
+11,521
407
$9.05M 0.04%
391,388
+20,331
408
$9.05M 0.04%
153,005
+34,692
409
$9.04M 0.04%
105,686
+9,126
410
$9.02M 0.04%
296,040
+31,404
411
$9.02M 0.04%
87,557
-38,108
412
$9.01M 0.04%
226,212
+23,998
413
$8.97M 0.04%
150,948
+1,625
414
$8.97M 0.04%
29,384
-14,730
415
$8.96M 0.04%
247,729
+140,282
416
$8.89M 0.04%
320,214
+30,090
417
$8.83M 0.04%
229,519
+40,443
418
$8.81M 0.04%
180,784
-17,233
419
$8.8M 0.04%
165,497
-604
420
$8.79M 0.04%
162,384
-661
421
$8.77M 0.04%
63,267
+13,935
422
$8.77M 0.04%
268,540
+17,792
423
$8.72M 0.04%
109,246
+80,232
424
$8.71M 0.04%
156,751
-64,132
425
$8.7M 0.04%
250,460
+43,160
15 16
17
18 19