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
551
$6.1M 0.03%
48,909
+5,767
552
$6.09M 0.03%
86,191
+1,824
553
$6.05M 0.03%
109,002
-238
554
$6.04M 0.03%
57,780
-8,933
555
$6.03M 0.03%
99,678
-3,074
556
$5.99M 0.03%
142,857
+6,578
557
$5.99M 0.03%
140,204
-576
558
$5.97M 0.03%
130,147
-17,763
559
$5.96M 0.03%
107,591
+10,719
560
$5.96M 0.03%
112,677
+4,534
561
$5.96M 0.03%
139,679
+2,459
562
$5.93M 0.03%
47,833
-412
563
$5.92M 0.03%
187,200
-27,550
564
$5.91M 0.03%
151,455
-112,424
565
$5.91M 0.03%
25,648
-4,349
566
$5.89M 0.03%
172,405
+1,025
567
$5.89M 0.03%
34,185
-4,064
568
$5.89M 0.03%
93,685
+78
569
$5.82M 0.03%
108,230
-11,490
570
$5.81M 0.03%
24,258
-4,537
571
$5.78M 0.03%
87,057
-5,015
572
$5.74M 0.03%
183,279
+13,646
573
$5.73M 0.03%
99,925
-840
574
$5.73M 0.03%
+102,901
575
$5.72M 0.03%
51,053
+35,403
21 22
23
24 25