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
576
$5.71M 0.03%
47,724
-17,832
577
$5.67M 0.03%
108,216
+11,123
578
$5.67M 0.03%
77,033
-8,081
579
$5.67M 0.03%
120,463
+2,851
580
$5.66M 0.03%
60,490
-1,953
581
$5.65M 0.03%
148,552
-973
582
$5.64M 0.03%
70,964
+6,383
583
$5.63M 0.03%
149,269
-34,921
584
$5.61M 0.03%
12,609
+3,835
585
$5.59M 0.03%
89,536
-44,481
586
$5.59M 0.03%
86,855
+136
587
$5.58M 0.03%
124,648
+43,015
588
$5.58M 0.03%
39,340
+1,866
589
$5.56M 0.03%
24,247
+5,260
590
$5.53M 0.03%
63,892
-397
591
$5.53M 0.03%
146,111
+82,042
592
$5.53M 0.03%
347,020
-98,018
593
$5.53M 0.03%
76,598
+7,217
594
$5.53M 0.03%
378,044
+18,075
595
$5.5M 0.03%
190,040
-28,520
596
$5.48M 0.03%
76,480
+33,813
597
$5.47M 0.03%
73,169
+7,214
598
$5.45M 0.03%
39,174
+142
599
$5.45M 0.03%
171,426
+71,074
600
$5.44M 0.03%
257,121
+121,881
22 23
24
25 26