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
751
$3.95M 0.02%
67,791
+3,466
752
$3.95M 0.02%
41,107
+23,818
753
$3.94M 0.02%
16,463
+1,089
754
$3.94M 0.02%
86,898
-777
755
$3.93M 0.02%
61,738
+14,134
756
$3.93M 0.02%
157,757
+21,747
757
$3.91M 0.02%
85,811
+9,819
758
$3.9M 0.02%
65,709
-1,104
759
$3.9M 0.02%
74,816
+936
760
$3.9M 0.02%
29,057
-243
761
$3.89M 0.02%
29,649
-4,171
762
$3.89M 0.02%
40,952
+1,943
763
$3.89M 0.02%
49,723
-553
764
$3.89M 0.02%
15,303
-14,012
765
$3.88M 0.02%
250,758
+5,816
766
$3.88M 0.02%
399,415
+14,102
767
$3.88M 0.02%
104,231
-7,498
768
$3.87M 0.02%
123,865
-2,127
769
$3.87M 0.02%
125,416
-1,003
770
$3.85M 0.02%
115,059
+25,583
771
$3.85M 0.02%
160,687
+150,080
772
$3.84M 0.02%
63,837
-32,160
773
$3.81M 0.02%
34,235
-19,364
774
$3.81M 0.02%
56,594
+1,970
775
$3.81M 0.02%
34,560
+8,042
29 30
31
32 33