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
51
$74.8M 0.34%
978,028
+349,986
52
$72.8M 0.33%
1,452,375
+18,719
53
$72.2M 0.33%
866,732
+235,058
54
$71.7M 0.33%
460,415
+220,648
55
$71.4M 0.33%
1,379,121
-161,010
56
$70.4M 0.32%
1,147,288
+334,462
57
$69.6M 0.32%
427,159
+15,613
58
$64.5M 0.3%
215,587
-1,430
59
$64.2M 0.29%
406,898
+44,066
60
$63.9M 0.29%
579,254
+476,433
61
$63.8M 0.29%
1,194,334
+40,724
62
$63.7M 0.29%
497,369
+180,105
63
$63.4M 0.29%
110,161
+5,520
64
$62.9M 0.29%
123,336
+13,876
65
$62.3M 0.29%
280,162
+10,813
66
$61.7M 0.28%
828,016
+172,876
67
$60.2M 0.28%
787,645
-462,065
68
$57.4M 0.26%
326,492
+67,041
69
$57.1M 0.26%
1,121,226
+43,795
70
$56.9M 0.26%
728,574
+94,399
71
$56.5M 0.26%
852,424
-25,730
72
$54.2M 0.25%
1,091,670
-29,010
73
$54M 0.25%
1,959,063
-63,123
74
$51.8M 0.24%
252,326
-24,196
75
$50.6M 0.23%
501,780
-65,721
1 2
3
4 5