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
1001
$2.55M 0.01%
5,855
-447
1002
$2.55M 0.01%
563,518
+233,419
1003
$2.55M 0.01%
11,259
-1,173
1004
$2.55M 0.01%
86,241
+2,789
1005
$2.53M 0.01%
15,810
+135
1006
$2.52M 0.01%
34,914
+1,846
1007
$2.52M 0.01%
76,152
+13,957
1008
$2.52M 0.01%
50,019
+41,044
1009
$2.51M 0.01%
50,345
-10,796
1010
$2.51M 0.01%
3,381
+56
1011
$2.5M 0.01%
35,778
-5,752
1012
$2.5M 0.01%
49,125
+641
1013
$2.49M 0.01%
31,281
-13,736
1014
$2.49M 0.01%
70,776
+7,117
1015
$2.48M 0.01%
20,921
+943
1016
$2.48M 0.01%
22,788
-2,146
1017
$2.48M 0.01%
42,127
-3,311
1018
$2.47M 0.01%
188,200
+20,031
1019
$2.47M 0.01%
38,776
+26,726
1020
$2.46M 0.01%
24,756
+4,921
1021
$2.45M 0.01%
40,509
-7,607
1022
$2.44M 0.01%
23,331
+125
1023
$2.42M 0.01%
103,190
-78,735
1024
$2.42M 0.01%
39,133
+1,480
1025
$2.42M 0.01%
16,287
-119
39 40
41
42 43