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
776
$3.81M 0.02%
39,580
-82
777
$3.8M 0.02%
105,399
+6,519
778
$3.79M 0.02%
10,679
+2,323
779
$3.78M 0.02%
78,216
+2,878
780
$3.78M 0.02%
47,778
+30,619
781
$3.78M 0.02%
41,997
-5,961
782
$3.77M 0.02%
25,268
-5,824
783
$3.77M 0.02%
151,537
+15,364
784
$3.76M 0.02%
86,522
-23,387
785
$3.76M 0.02%
11,166,160
+23,500
786
$3.75M 0.02%
103,240
+527
787
$3.73M 0.02%
112,520
+68,913
788
$3.73M 0.02%
+161,777
789
$3.73M 0.02%
55,050
-10,106
790
$3.7M 0.02%
161,536
-12,980
791
$3.7M 0.02%
98,738
+17,017
792
$3.69M 0.02%
82,289
-3,030
793
$3.69M 0.02%
91,742
+5,749
794
$3.68M 0.02%
1,802
-184
795
$3.68M 0.02%
85,520
+10,338
796
$3.67M 0.02%
64,905
+38,175
797
$3.67M 0.02%
79,026
+218
798
$3.66M 0.02%
33,869
+13,141
799
$3.65M 0.02%
+113,023
800
$3.65M 0.02%
90,207
+80,581
30 31
32
33 34