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
526
$6.58M 0.03%
108,685
+611
527
$6.58M 0.03%
127,708
-1,904
528
$6.54M 0.03%
49,263
+37,267
529
$6.53M 0.03%
85,851
+2,842
530
$6.52M 0.03%
64,964
+6,216
531
$6.5M 0.03%
169,725
+60,346
532
$6.49M 0.03%
83,996
-10,233
533
$6.47M 0.03%
105,304
+8,526
534
$6.44M 0.03%
180,398
+7,729
535
$6.42M 0.03%
25,852
+818
536
$6.41M 0.03%
143,104
+8,850
537
$6.39M 0.03%
168,681
+2,439
538
$6.35M 0.03%
63,858
-5,767
539
$6.29M 0.03%
45,922
+13,297
540
$6.29M 0.03%
30,654
-1,495
541
$6.28M 0.03%
74,558
-44,488
542
$6.27M 0.03%
224,197
+111,356
543
$6.23M 0.03%
198,206
+130,889
544
$6.16M 0.03%
114,492
-11,368
545
$6.16M 0.03%
416,135
-8,232
546
$6.14M 0.03%
50,297
-8,623
547
$6.13M 0.03%
51,437
+8,283
548
$6.11M 0.03%
279,953
+82,399
549
$6.1M 0.03%
256,336
+4,577
550
$6.1M 0.03%
76,783
-40,115
20 21
22
23 24