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
501
$7.02M 0.03%
168,766
-8,540
502
$7.01M 0.03%
157,888
-6,487
503
$6.96M 0.03%
132,740
+25,432
504
$6.96M 0.03%
91,772
+802
505
$6.95M 0.03%
26,469
-6,117
506
$6.94M 0.03%
108,010
+5,331
507
$6.94M 0.03%
120,165
+8,325
508
$6.94M 0.03%
9,935
-651
509
$6.89M 0.03%
36,308
-109
510
$6.89M 0.03%
374,425
-47,339
511
$6.89M 0.03%
196,565
+34,245
512
$6.84M 0.03%
225,779
+108,990
513
$6.84M 0.03%
287,259
-62,166
514
$6.82M 0.03%
138,933
-2,181
515
$6.81M 0.03%
184,544
+2,651
516
$6.71M 0.03%
93,643
+12,057
517
$6.7M 0.03%
268,523
+11,354
518
$6.69M 0.03%
251,322
+83,702
519
$6.69M 0.03%
762,689
+41,024
520
$6.68M 0.03%
65,912
-3,848
521
$6.68M 0.03%
25,729
-6,793
522
$6.64M 0.03%
113,115
-4,717
523
$6.64M 0.03%
396,822
+8,590
524
$6.64M 0.03%
76,080
-19,321
525
$6.6M 0.03%
638,591
+626,497
19 20
21
22 23