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
976
$2.7M 0.01%
78,868
+71,192
977
$2.68M 0.01%
35,676
-4,390
978
$2.68M 0.01%
40,167
-8,443
979
$2.65M 0.01%
27,679
+879
980
$2.65M 0.01%
34,304
+3,105
981
$2.65M 0.01%
126,090
+11,419
982
$2.65M 0.01%
51,049
+693
983
$2.65M 0.01%
114,032
-13,155
984
$2.62M 0.01%
95,136
-15,853
985
$2.6M 0.01%
35,840
-93
986
$2.6M 0.01%
52,230
+12,572
987
$2.59M 0.01%
55,941
-3,509
988
$2.59M 0.01%
71,780
+8,353
989
$2.59M 0.01%
1,755
-23
990
$2.59M 0.01%
56,818
+1,852
991
$2.59M 0.01%
19,101
+457
992
$2.58M 0.01%
44,167
+1,538
993
$2.58M 0.01%
78,872
+18,648
994
$2.58M 0.01%
306,834
+43,827
995
$2.58M 0.01%
19,132
+8,273
996
$2.57M 0.01%
95,448
+76,861
997
$2.57M 0.01%
25,036
-757
998
$2.57M 0.01%
20,053
-4,508
999
$2.57M 0.01%
9,061
-244
1000
$2.55M 0.01%
66,003
-6,552
38 39
40
41 42