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
426
$8.68M 0.04%
189,606
-7,831
427
$8.67M 0.04%
163,363
+15,513
428
$8.66M 0.04%
218,913
-10,075
429
$8.66M 0.04%
428,089
+11,593
430
$8.65M 0.04%
229,741
-29,976
431
$8.65M 0.04%
83,406
+34,056
432
$8.59M 0.04%
75,394
-438
433
$8.59M 0.04%
399,030
-170,259
434
$8.57M 0.04%
62,819
+3,017
435
$8.5M 0.04%
194,411
-5,249
436
$8.5M 0.04%
28,607
+688
437
$8.45M 0.04%
249,670
+31,285
438
$8.44M 0.04%
295,011
+280,083
439
$8.42M 0.04%
752,807
+132,130
440
$8.42M 0.04%
154,520
+119,563
441
$8.4M 0.04%
100,821
+27,281
442
$8.4M 0.04%
55,341
+3,379
443
$8.39M 0.04%
35,290
-1,752
444
$8.37M 0.04%
83,921
+6,340
445
$8.36M 0.04%
168,548
-9,020
446
$8.34M 0.04%
96,547
-11,772
447
$8.29M 0.04%
294,204
+8,300
448
$8.25M 0.04%
296,971
-43,994
449
$8.18M 0.04%
100,217
+2,500
450
$8.17M 0.04%
148,924
+39,487
16 17
18
19 20