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
1151
$1.96M 0.01%
79,540
+252
1152
$1.96M 0.01%
34,690
-73,490
1153
$1.95M 0.01%
29,659
-9,495
1154
$1.94M 0.01%
12,828
+4,132
1155
$1.94M 0.01%
25,966
+12,434
1156
$1.93M 0.01%
47,149
-1,076
1157
$1.93M 0.01%
41,396
-34,396
1158
$1.93M 0.01%
12,372
+63
1159
$1.92M 0.01%
26,944
-3,966
1160
$1.92M 0.01%
106,335
+22,624
1161
$1.92M 0.01%
66,126
+8,819
1162
$1.92M 0.01%
98,701
-20,281
1163
$1.91M 0.01%
21,031
+282
1164
$1.91M 0.01%
36,127
-7,422
1165
$1.91M 0.01%
10,950
-1,001
1166
$1.91M 0.01%
41,400
-10,827
1167
$1.91M 0.01%
26,359
-38,039
1168
$1.9M 0.01%
48,279
+3,056
1169
$1.9M 0.01%
34,411
-3,935
1170
$1.89M 0.01%
63,792
+22,513
1171
$1.89M 0.01%
49,329
+153
1172
$1.88M 0.01%
89,149
-1,039
1173
$1.88M 0.01%
87,706
-1,173
1174
$1.88M 0.01%
73,146
-231
1175
$1.87M 0.01%
+37,259
45 46
47
48 49