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
26
$112M 0.51%
897,049
+71,176
27
$112M 0.51%
1,604,383
+355,506
28
$109M 0.5%
1,020,451
+100,375
29
$109M 0.5%
2,049,364
-336,199
30
$106M 0.49%
1,353,562
+123,218
31
$93.7M 0.43%
1,143,901
+68,768
32
$91.8M 0.42%
905,319
+116,908
33
$90.7M 0.42%
593,888
-548
34
$90.2M 0.41%
803,440
-11,205
35
$88.8M 0.41%
1,655,225
-6,295
36
$88.1M 0.4%
1,835,247
+27,710
37
$87.1M 0.4%
537,551
+13,392
38
$86.8M 0.4%
489,744
+3,452
39
$86.1M 0.4%
631,685
+37,051
40
$85.5M 0.39%
538,178
-139,781
41
$84.6M 0.39%
1,834,499
-53,901
42
$84.5M 0.39%
783,265
-63,809
43
$80.5M 0.37%
878,012
+24,062
44
$79.1M 0.36%
957,746
-6,291
45
$78.4M 0.36%
2,981,925
+573,822
46
$78.2M 0.36%
352,776
-14,079
47
$76.8M 0.35%
4,277,772
+84,972
48
$76.6M 0.35%
558,370
-24,896
49
$75.8M 0.35%
318,764
+28,643
50
$75.6M 0.35%
355,516
-1,251
1
2
3 4 5