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
826
$3.5M 0.02%
191,722
+33,050
827
$3.48M 0.02%
20,562
+7,982
828
$3.48M 0.02%
177,475
+140,816
829
$3.48M 0.02%
376,589
+25,532
830
$3.48M 0.02%
143,184
-40,250
831
$3.47M 0.02%
27,934
-3,712
832
$3.47M 0.02%
117,054
-68,996
833
$3.46M 0.02%
60,238
-1,781
834
$3.46M 0.02%
366,227
-40,039
835
$3.46M 0.02%
16,828
+2,681
836
$3.46M 0.02%
131,290
837
$3.43M 0.02%
139,838
+22,004
838
$3.42M 0.02%
135,228
+25,430
839
$3.41M 0.02%
10,028
+9,404
840
$3.41M 0.02%
40,516
-905
841
$3.41M 0.02%
98,825
+4,406
842
$3.4M 0.02%
182,100
+42,294
843
$3.4M 0.02%
261,379
+19,416
844
$3.4M 0.02%
+49,768
845
$3.4M 0.02%
85,140
-24,248
846
$3.38M 0.02%
41,776
-26,430
847
$3.38M 0.02%
12,947
+758
848
$3.38M 0.02%
48,235
+3,427
849
$3.37M 0.02%
63,590
-10,490
850
$3.37M 0.02%
47,235
+3,927
32 33
34
35 36