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
626
$5.06M 0.02%
28,646
-426
627
$5.06M 0.02%
12,956
-3,166
628
$5.04M 0.02%
21,822
-2,054
629
$5.03M 0.02%
373,991
-443
630
$5.02M 0.02%
13,743
-6,631
631
$5.02M 0.02%
181,470
+10,106
632
$5.01M 0.02%
132,865
-12,165
633
$5M 0.02%
33,043
-9,581
634
$4.99M 0.02%
53,257
+1,176
635
$4.97M 0.02%
204,566
-216,853
636
$4.97M 0.02%
161,499
-17,250
637
$4.97M 0.02%
91,218
+352
638
$4.94M 0.02%
54,889
-3,825
639
$4.9M 0.02%
55,511
+2,179
640
$4.9M 0.02%
186,308
+37,196
641
$4.89M 0.02%
93,801
-7,947
642
$4.88M 0.02%
88,693
+7,559
643
$4.88M 0.02%
54,273
-15,238
644
$4.88M 0.02%
70,880
-8,920
645
$4.88M 0.02%
194,156
-29,619
646
$4.87M 0.02%
57,644
-9,575
647
$4.86M 0.02%
102,061
-3,121
648
$4.84M 0.02%
15,821
-111
649
$4.84M 0.02%
63,720
+2,310
650
$4.81M 0.02%
66,509
+3,359
24 25
26
27 28