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
601
$5.41M 0.02%
78,479
+54,511
602
$5.41M 0.02%
189,334
+11,770
603
$5.41M 0.02%
174,717
+132,135
604
$5.39M 0.02%
58,855
-57,253
605
$5.39M 0.02%
117,335
-261,155
606
$5.38M 0.02%
22,195
+939
607
$5.36M 0.02%
45,671
-34,315
608
$5.34M 0.02%
212,428
+1,219
609
$5.33M 0.02%
157,218
-7,100
610
$5.29M 0.02%
26,715
-608
611
$5.24M 0.02%
44,520
-2,928
612
$5.19M 0.02%
156,283
-481
613
$5.19M 0.02%
113,942
+33,862
614
$5.17M 0.02%
162,772
-44,755
615
$5.17M 0.02%
108,518
-24,797
616
$5.15M 0.02%
41,146
+2,268
617
$5.14M 0.02%
31,218
-2,650
618
$5.14M 0.02%
80,749
-103,510
619
$5.14M 0.02%
157,794
+58,223
620
$5.13M 0.02%
139,580
-92,485
621
$5.1M 0.02%
146,141
-24,875
622
$5.1M 0.02%
38,521
-171
623
$5.08M 0.02%
64,187
-25,429
624
$5.07M 0.02%
109,581
+43,611
625
$5.07M 0.02%
98,101
+6,944
23 24
25
26 27