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
701
$4.33M 0.02%
96,489
-7,371
702
$4.31M 0.02%
94,274
-13,432
703
$4.3M 0.02%
96,589
+7,214
704
$4.3M 0.02%
743,806
+41,782
705
$4.3M 0.02%
18,923
+5,308
706
$4.28M 0.02%
90,312
+11,859
707
$4.28M 0.02%
103,665
+16,003
708
$4.28M 0.02%
121,820
-359,230
709
$4.28M 0.02%
109,761
-627
710
$4.27M 0.02%
67,328
+23,304
711
$4.26M 0.02%
37,370
-6,976
712
$4.25M 0.02%
129,781
+1,159
713
$4.25M 0.02%
178,217
+13,524
714
$4.23M 0.02%
199,101
-9,887
715
$4.22M 0.02%
124,159
+26,706
716
$4.22M 0.02%
+117,242
717
$4.2M 0.02%
216,859
+875
718
$4.2M 0.02%
27,667
-51
719
$4.2M 0.02%
46,170
+9,308
720
$4.2M 0.02%
56,523
-1,049
721
$4.18M 0.02%
170,588
+15,613
722
$4.18M 0.02%
89,495
+390
723
$4.15M 0.02%
171,824
-137,729
724
$4.13M 0.02%
142,824
-26,719
725
$4.13M 0.02%
149,078
+1,679
27 28
29
30 31