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
801
$3.64M 0.02%
331,676
+35,231
802
$3.63M 0.02%
72,990
+1,440
803
$3.63M 0.02%
89,023
+6,677
804
$3.62M 0.02%
20,812
-98
805
$3.62M 0.02%
48,537
-4,462
806
$3.6M 0.02%
175,420
-7,980
807
$3.6M 0.02%
43,598
-85,852
808
$3.6M 0.02%
70,249
-2,941
809
$3.59M 0.02%
38,431
+17,474
810
$3.59M 0.02%
73,125
+799
811
$3.58M 0.02%
44,713
-5,240
812
$3.58M 0.02%
81,780
+9,537
813
$3.57M 0.02%
44,248
-5,184
814
$3.57M 0.02%
94,556
+932
815
$3.57M 0.02%
228,393
+16,218
816
$3.57M 0.02%
122,550
+96,120
817
$3.56M 0.02%
37,901
-2,352
818
$3.55M 0.02%
71,165
+6,110
819
$3.55M 0.02%
102,404
+71,197
820
$3.54M 0.02%
72,203
-117,233
821
$3.53M 0.02%
171,893
+42,784
822
$3.52M 0.02%
64,114
-8,657
823
$3.52M 0.02%
83,429
+1,264
824
$3.52M 0.02%
14,059
+4,680
825
$3.5M 0.02%
74,140
+7,954
31 32
33
34 35