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
1126
$2.05M 0.01%
28,913
+1,482
1127
$2.05M 0.01%
20,704
-210
1128
$2.03M 0.01%
63,985
+3,645
1129
$2.03M 0.01%
6,761
-1,052
1130
$2.02M 0.01%
16,234
+2,194
1131
$2.01M 0.01%
79,889
-1,951
1132
$2.01M 0.01%
62,482
+2,314
1133
$2.01M 0.01%
26,574
+4,685
1134
$2.01M 0.01%
138,989
+15,620
1135
$2M 0.01%
63,792
+1,797
1136
$2M 0.01%
55,602
+6,246
1137
$2M 0.01%
+66,864
1138
$2M 0.01%
18,788
-1,480
1139
$2M 0.01%
68,476
+2,477
1140
$2M 0.01%
72,394
-60,760
1141
$2M 0.01%
46,111
+734
1142
$1.99M 0.01%
42,078
-1,075
1143
$1.99M 0.01%
11,054
+149
1144
$1.99M 0.01%
67,867
+19,509
1145
$1.98M 0.01%
33,984
+164
1146
$1.98M 0.01%
68,345
+768
1147
$1.97M 0.01%
50,315
-2,921
1148
$1.97M 0.01%
79,121
+18,103
1149
$1.97M 0.01%
151,258
-1,330
1150
$1.96M 0.01%
23,346
+548
44 45
46
47 48