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
951
$2.84M 0.01%
149,260
+17,789
952
$2.84M 0.01%
86,535
-1,447
953
$2.83M 0.01%
59,236
-11,147
954
$2.83M 0.01%
35,186
+4,196
955
$2.83M 0.01%
179,585
-11,929
956
$2.79M 0.01%
36,287
+6,373
957
$2.78M 0.01%
8,192
-2,734
958
$2.77M 0.01%
33,127
-6,191
959
$2.77M 0.01%
71,665
-32,707
960
$2.77M 0.01%
54,757
+14,365
961
$2.75M 0.01%
54,800
+23,030
962
$2.75M 0.01%
36,557
+343
963
$2.74M 0.01%
123,262
+2,925
964
$2.74M 0.01%
19,075
-1,184
965
$2.74M 0.01%
109,895
-107,821
966
$2.74M 0.01%
66,596
-2,595
967
$2.74M 0.01%
465,701
+37,626
968
$2.74M 0.01%
41,869
-1,040
969
$2.74M 0.01%
44,239
-775
970
$2.74M 0.01%
72,346
-2,778
971
$2.73M 0.01%
17,114
+1,007
972
$2.71M 0.01%
155,749
-46,430
973
$2.71M 0.01%
154,429
-3,036
974
$2.71M 0.01%
+31,066
975
$2.7M 0.01%
14,334
+4,095