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
451
$8.13M 0.04%
49,097
+5,364
452
$8.13M 0.04%
166,633
-71,536
453
$8.11M 0.04%
109,564
+7,382
454
$8.09M 0.04%
844,639
+12,589
455
$8.08M 0.04%
93,652
+3,819
456
$8.08M 0.04%
45,975
+4,259
457
$8M 0.04%
331,892
+34,877
458
$7.98M 0.04%
238,930
+71,961
459
$7.96M 0.04%
570,091
+26,147
460
$7.93M 0.04%
75,627
-7,518
461
$7.89M 0.04%
118,667
+12,765
462
$7.88M 0.04%
73,598
-25,191
463
$7.86M 0.04%
135,024
+72,291
464
$7.8M 0.04%
47,217
+2,325
465
$7.75M 0.04%
260,818
-8,746
466
$7.74M 0.04%
164,626
+8,649
467
$7.71M 0.04%
151,806
-23,693
468
$7.71M 0.04%
118,585
-1,473
469
$7.71M 0.04%
252,770
+37,200
470
$7.67M 0.04%
118,398
+822
471
$7.66M 0.04%
153,659
-78,155
472
$7.61M 0.03%
34,186
-524
473
$7.59M 0.03%
30,380
+2,134
474
$7.59M 0.03%
102,350
+59,840
475
$7.56M 0.03%
75,788
+3,618
17 18
19
20 21