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
1101
$2.12M 0.01%
89,112
-25,101
1102
$2.12M 0.01%
65,556
+3,767
1103
$2.12M 0.01%
62,380
+40,091
1104
$2.11M 0.01%
91,624
-93,570
1105
$2.11M 0.01%
55,661
-3,221
1106
$2.1M 0.01%
13,585
+11,861
1107
$2.1M 0.01%
30,778
-17,585
1108
$2.1M 0.01%
33,576
-15,330
1109
$2.1M 0.01%
12,953
+10,429
1110
$2.1M 0.01%
51,325
-7,507
1111
$2.1M 0.01%
13,433
+11
1112
$2.09M 0.01%
16,234
+2,870
1113
$2.08M 0.01%
37,603
+902
1114
$2.08M 0.01%
13,930
-2,088
1115
$2.08M 0.01%
5,110
-716
1116
$2.07M 0.01%
80,355
-105,847
1117
$2.07M 0.01%
46,744
+18,104
1118
$2.06M 0.01%
5,184
-357
1119
$2.06M 0.01%
18,410
+918
1120
$2.06M 0.01%
72,442
+16,023
1121
$2.06M 0.01%
31,964
+5,193
1122
$2.06M 0.01%
99,490
+84,490
1123
$2.06M 0.01%
53,542
+24,137
1124
$2.06M 0.01%
+55,596
1125
$2.05M 0.01%
4,350
-147
43 44
45
46 47