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
926
$2.96M 0.01%
69,803
-116,635
927
$2.96M 0.01%
478,214
+16,036
928
$2.96M 0.01%
83,069
-1,390
929
$2.95M 0.01%
173,816
+66,569
930
$2.94M 0.01%
29,737
+6,762
931
$2.93M 0.01%
87,128
-53,131
932
$2.93M 0.01%
43,436
-35,688
933
$2.93M 0.01%
8,451
+767
934
$2.92M 0.01%
49,577
+8,823
935
$2.91M 0.01%
41,386
+15,354
936
$2.91M 0.01%
30,159
+4,779
937
$2.91M 0.01%
37,755
+451
938
$2.89M 0.01%
22,082
-2,546
939
$2.89M 0.01%
232,055
+3,922
940
$2.89M 0.01%
402,869
+259,605
941
$2.88M 0.01%
118,047
+7,478
942
$2.88M 0.01%
124,028
+3,883
943
$2.88M 0.01%
29,300
-14,798
944
$2.86M 0.01%
21,485
-8,145
945
$2.86M 0.01%
55,129
+5,583
946
$2.86M 0.01%
82,755
+39,594
947
$2.85M 0.01%
74,606
-3,058
948
$2.85M 0.01%
33,660
-2,022
949
$2.85M 0.01%
98,412
-17,330
950
$2.84M 0.01%
43,604
-15,448
36 37
38
39 40