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
651
$4.79M 0.02%
170,317
+141,436
652
$4.79M 0.02%
74,964
+15,274
653
$4.79M 0.02%
126,869
-43,830
654
$4.76M 0.02%
54,240
-106
655
$4.74M 0.02%
53,769
+2,445
656
$4.73M 0.02%
74,759
+7,375
657
$4.73M 0.02%
88,182
+73,014
658
$4.71M 0.02%
223,024
-20,696
659
$4.71M 0.02%
68,611
+949
660
$4.71M 0.02%
127,390
+91,330
661
$4.7M 0.02%
67,427
+18,120
662
$4.7M 0.02%
12,834
+432
663
$4.69M 0.02%
155,111
+10,242
664
$4.69M 0.02%
123,934
+30,908
665
$4.68M 0.02%
23,053
+625
666
$4.67M 0.02%
16,681
-6,012
667
$4.67M 0.02%
21,112
-5,484
668
$4.67M 0.02%
52,045
-26,904
669
$4.66M 0.02%
191,108
+10,779
670
$4.65M 0.02%
31,218
+10,808
671
$4.6M 0.02%
75,392
-1,956
672
$4.6M 0.02%
99,695
-49,024
673
$4.59M 0.02%
90,577
+45,923
674
$4.57M 0.02%
39,013
-3,995
675
$4.55M 0.02%
99,266
+5,561
25 26
27
28 29