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
476
$7.53M 0.03%
73,906
+7,557
477
$7.53M 0.03%
+136,988
478
$7.51M 0.03%
93,390
+29,540
479
$7.5M 0.03%
128,341
+8,062
480
$7.45M 0.03%
328,730
+120,918
481
$7.39M 0.03%
53,380
+3,072
482
$7.38M 0.03%
168,014
+47,447
483
$7.35M 0.03%
81,230
+20,299
484
$7.33M 0.03%
345,453
+99,079
485
$7.32M 0.03%
129,002
+14,054
486
$7.3M 0.03%
285,475
-4,600
487
$7.29M 0.03%
34,098
+2
488
$7.27M 0.03%
22,750
-461
489
$7.26M 0.03%
202,798
+90,515
490
$7.26M 0.03%
15,090
+304
491
$7.21M 0.03%
107,904
+58,101
492
$7.2M 0.03%
114,710
-577
493
$7.17M 0.03%
134,274
+4,658
494
$7.13M 0.03%
84,561
-2,459
495
$7.11M 0.03%
326,660
-45,199
496
$7.08M 0.03%
73,104
-8,381
497
$7.06M 0.03%
44,697
-2,169
498
$7.06M 0.03%
176,288
+62,648
499
$7.04M 0.03%
242,300
-1,294
500
$7.04M 0.03%
689,937
-57,637
18 19
20
21 22