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
676
$4.55M 0.02%
34,417
+757
677
$4.53M 0.02%
43,669
+23,279
678
$4.52M 0.02%
98,940
+32,565
679
$4.51M 0.02%
202,648
+76,893
680
$4.5M 0.02%
29,106
-695
681
$4.49M 0.02%
+1,171,984
682
$4.47M 0.02%
69,277
-534
683
$4.46M 0.02%
42,710
+9,860
684
$4.46M 0.02%
24,416
-589
685
$4.44M 0.02%
86,684
+23,997
686
$4.41M 0.02%
32,790
+5,586
687
$4.41M 0.02%
93,820
+50,173
688
$4.4M 0.02%
40,359
+4,402
689
$4.39M 0.02%
81,631
-6,706
690
$4.39M 0.02%
14,765
+12,422
691
$4.39M 0.02%
116,133
+45,402
692
$4.39M 0.02%
60,760
+1,348
693
$4.39M 0.02%
59,768
+4,063
694
$4.38M 0.02%
78,204
+39,818
695
$4.38M 0.02%
208,929
+120,319
696
$4.37M 0.02%
89,135
+9,430
697
$4.37M 0.02%
52,372
-2,906
698
$4.35M 0.02%
67,403
+6,998
699
$4.35M 0.02%
103,768
-2,831
700
$4.35M 0.02%
87,341
+5,488
26 27
28
29 30