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
1076
$2.23M 0.01%
47,846
+19,087
1077
$2.23M 0.01%
22,590
-4,696
1078
$2.22M 0.01%
19,108
-397
1079
$2.22M 0.01%
88,416
-20,903
1080
$2.22M 0.01%
49,282
+18,860
1081
$2.22M 0.01%
28,743
+20,813
1082
$2.2M 0.01%
38,086
+1,491
1083
$2.19M 0.01%
28,927
-1,635
1084
$2.18M 0.01%
21,807
-3,794
1085
$2.17M 0.01%
48,034
-8,826
1086
$2.17M 0.01%
42,818
+4,816
1087
$2.17M 0.01%
17,147
-12,509
1088
$2.16M 0.01%
18,074
+4,183
1089
$2.16M 0.01%
38,158
-671
1090
$2.15M 0.01%
20,439
+617
1091
$2.15M 0.01%
46,755
+21,427
1092
$2.15M 0.01%
68,083
+16,979
1093
$2.14M 0.01%
11,018
+1,738
1094
$2.14M 0.01%
48,804
+22,433
1095
$2.13M 0.01%
14,122
-5,571
1096
$2.13M 0.01%
15,252
+1,160
1097
$2.13M 0.01%
65,197
-1,826
1098
$2.13M 0.01%
161,393
-795
1099
$2.13M 0.01%
41,234
-12,169
1100
$2.12M 0.01%
26,015
-1,951
42 43
44
45 46