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
876
$3.2M 0.01%
27,231
+6,682
877
$3.19M 0.01%
120,229
-134,365
878
$3.19M 0.01%
100,088
-650
879
$3.18M 0.01%
45,541
+4,524
880
$3.18M 0.01%
15,318
+2,426
881
$3.18M 0.01%
51,194
+27,847
882
$3.17M 0.01%
24,072
-3,080
883
$3.16M 0.01%
46,305
+403
884
$3.15M 0.01%
54,949
+23,485
885
$3.14M 0.01%
186,326
+12,621
886
$3.14M 0.01%
23,689
-172
887
$3.13M 0.01%
143,956
-163,633
888
$3.13M 0.01%
211,485
+28,944
889
$3.13M 0.01%
58,628
-1,383
890
$3.12M 0.01%
16,052
-5,390
891
$3.12M 0.01%
308,667
-93,088
892
$3.11M 0.01%
97,238
-15,545
893
$3.11M 0.01%
7,018
+844
894
$3.11M 0.01%
54,321
-7,775
895
$3.1M 0.01%
114,337
+1,141
896
$3.09M 0.01%
33,827
-27,251
897
$3.08M 0.01%
49,042
-354
898
$3.08M 0.01%
61,961
+2,297
899
$3.07M 0.01%
38,677
+6,563
900
$3.07M 0.01%
66,046
+14,742
34 35
36
37 38