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
851
$3.37M 0.02%
5,042
-1,726
852
$3.36M 0.02%
172,470
+5,232
853
$3.35M 0.02%
110,904
+3,676
854
$3.35M 0.02%
31,741
+14,292
855
$3.34M 0.02%
250,211
+16,059
856
$3.33M 0.02%
97,461
-7,606
857
$3.33M 0.02%
49,474
-2,034
858
$3.32M 0.02%
110,924
-8,964
859
$3.31M 0.02%
75,359
-22,483
860
$3.31M 0.02%
84,709
-12,995
861
$3.3M 0.02%
231,834
+11,649
862
$3.29M 0.02%
13,137
+4,408
863
$3.28M 0.02%
30,588
-24,254
864
$3.27M 0.02%
395,269
+30,419
865
$3.27M 0.02%
154,733
+5,057
866
$3.27M 0.02%
85,902
-3,755
867
$3.26M 0.02%
411,748
+20,588
868
$3.26M 0.02%
43,143
+11,137
869
$3.25M 0.01%
24,515
+14,084
870
$3.23M 0.01%
27,236
-1,315
871
$3.22M 0.01%
125,724
-235,499
872
$3.21M 0.01%
18,609
+3,627
873
$3.21M 0.01%
25,486
+386
874
$3.21M 0.01%
210,630
+150,536
875
$3.21M 0.01%
96,262
+57,799
33 34
35
36 37