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
901
$3.06M 0.01%
43,383
-18,576
902
$3.04M 0.01%
70,284
-31,897
903
$3.04M 0.01%
66,825
-5,468
904
$3.03M 0.01%
23,704
-5,756
905
$3.03M 0.01%
226,788
+10,920
906
$3.02M 0.01%
122,768
-19,720
907
$3.02M 0.01%
30,536
+1,208
908
$3.02M 0.01%
72,534
+8,824
909
$3.02M 0.01%
235,542
-790
910
$3.01M 0.01%
68,316
+426
911
$3.01M 0.01%
14,632
+1,735
912
$3.01M 0.01%
124,798
+13,747
913
$3M 0.01%
22,834
-4,087
914
$3M 0.01%
107,921
-1,438
915
$2.99M 0.01%
42,605
+2,181
916
$2.99M 0.01%
89,104
+11,451
917
$2.99M 0.01%
19,841
+3,519
918
$2.98M 0.01%
24,269
-3,221
919
$2.98M 0.01%
2,505
+28
920
$2.98M 0.01%
48,599
+28,763
921
$2.98M 0.01%
154,575
-12,966
922
$2.97M 0.01%
124,801
+37,292
923
$2.97M 0.01%
45,804
+1,241
924
$2.96M 0.01%
148,081
+25,471
925
$2.96M 0.01%
60,810
+40,910
35 36
37
38 39