Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
State Street Technology Select Sector SPDR ETF
XLK
+$22.2M

Sector Composition

1 Technology 9.85%
2 Financials 4.83%
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
726
$4.13M 0.02%
26,295
+2,455
727
$4.13M 0.02%
165,513
-64,024
728
$4.12M 0.02%
186,740
+1,143
729
$4.12M 0.02%
87,282
+265
730
$4.11M 0.02%
20,004
-505
731
$4.1M 0.02%
507,226
+51,490
732
$4.1M 0.02%
27,465
-5,546
733
$4.08M 0.02%
60,354
+19,391
734
$4.08M 0.02%
83,218
-12,880
735
$4.08M 0.02%
102,006
-51,762
736
$4.07M 0.02%
50,026
+16,129
737
$4.07M 0.02%
89,413
+70,663
738
$4.06M 0.02%
70,692
-15,518
739
$4.05M 0.02%
19,758
-814
740
$4.05M 0.02%
36,729
-64
741
$4.05M 0.02%
56,133
+23,032
742
$4.05M 0.02%
51,227
-43,080
743
$4.05M 0.02%
109,654
+43,175
744
$4.04M 0.02%
81,596
-5,245
745
$4.04M 0.02%
78,951
+5,224
746
$4.03M 0.02%
254,887
+26,447
747
$4.03M 0.02%
98,632
-104,603
748
$4.03M 0.02%
237,926
-29,252
749
$3.98M 0.02%
38,863
-13,680
750
$3.96M 0.02%
65,458
-8,717
28 29
30
31 32