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
1026
$2.42M 0.01%
116,930
+61,341
1027
$2.4M 0.01%
83,724
+57,091
1028
$2.4M 0.01%
41,443
+15,444
1029
$2.4M 0.01%
32,224
-658
1030
$2.4M 0.01%
31,124
-1,019
1031
$2.39M 0.01%
14,518
-1,574
1032
$2.39M 0.01%
143,700
+6,914
1033
$2.38M 0.01%
41,880
-11,171
1034
$2.38M 0.01%
77,875
+27,981
1035
$2.38M 0.01%
61,709
+17,918
1036
$2.37M 0.01%
9,835
-11,597
1037
$2.36M 0.01%
54,228
+6,181
1038
$2.35M 0.01%
63,630
-2,202
1039
$2.35M 0.01%
159,189
+5,170
1040
$2.35M 0.01%
61,853
-73,468
1041
$2.35M 0.01%
112,716
-24,391
1042
$2.35M 0.01%
39,641
-52,338
1043
$2.35M 0.01%
80,904
-9,223
1044
$2.34M 0.01%
86,824
-19,513
1045
$2.34M 0.01%
72,183
-45,583
1046
$2.34M 0.01%
106,294
-29,084
1047
$2.34M 0.01%
17,688
-137
1048
$2.33M 0.01%
4,170
+661
1049
$2.33M 0.01%
25,884
-6,255
1050
$2.33M 0.01%
8,556
-2,449
40 41
42
43 44