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
76
$50.6M 0.23%
145,924
+19,565
77
$49.6M 0.23%
237,974
-2,392
78
$48.7M 0.22%
175,406
-10,041
79
$48.6M 0.22%
474,323
+379,249
80
$48M 0.22%
2,101,482
-101,690
81
$47.5M 0.22%
359,640
-14,582
82
$47.3M 0.22%
473,423
+413,690
83
$47M 0.22%
388,751
-136,220
84
$46.7M 0.21%
112,086
-7,126
85
$46.6M 0.21%
183,120
+5,990
86
$46.3M 0.21%
207,778
+22,443
87
$45.9M 0.21%
2,574,539
-78,197
88
$45.2M 0.21%
236,193
-15,394
89
$43.5M 0.2%
700,948
+16,195
90
$43.1M 0.2%
1,374,849
+144,782
91
$43.1M 0.2%
641,791
+57,979
92
$43M 0.2%
256,865
-14,683
93
$43M 0.2%
429,188
+107,034
94
$42.9M 0.2%
390,980
+88,983
95
$42.5M 0.2%
171,714
+621
96
$40.8M 0.19%
245,884
+11,170
97
$40.2M 0.18%
1,091,353
+164,771
98
$39.3M 0.18%
306,737
+36,186
99
$39.2M 0.18%
412,932
-16,229
100
$39M 0.18%
356,732
+10,890
2 3
4
5 6