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
1051
$2.32M 0.01%
5,657
-699
1052
$2.32M 0.01%
57,062
+1,892
1053
$2.31M 0.01%
4,227
-278
1054
$2.3M 0.01%
25,253
-2,123
1055
$2.3M 0.01%
54,425
+2,082
1056
$2.3M 0.01%
36,717
+1,018
1057
$2.29M 0.01%
29,570
-5,005
1058
$2.29M 0.01%
66,896
1059
$2.29M 0.01%
32,617
+832
1060
$2.28M 0.01%
16,271
+6,130
1061
$2.28M 0.01%
45,517
-4,284
1062
$2.28M 0.01%
38,558
-1,084
1063
$2.27M 0.01%
78,224
-38,271
1064
$2.27M 0.01%
75,262
-52,896
1065
$2.26M 0.01%
105,000
1066
$2.26M 0.01%
76,136
-11,986
1067
$2.26M 0.01%
41,812
+2,715
1068
$2.25M 0.01%
5,858
-4,411
1069
$2.25M 0.01%
42,593
+638
1070
$2.25M 0.01%
106,640
-4,492
1071
$2.25M 0.01%
35,460
+11,507
1072
$2.24M 0.01%
88,376
-124,759
1073
$2.24M 0.01%
76,251
-35,677
1074
$2.23M 0.01%
10,411
-511
1075
$2.23M 0.01%
51,663
-198
41 42
43
44 45