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
1176
$1.87M 0.01%
148,091
+3,827
1177
$1.87M 0.01%
1,520,000
+1,352,400
1178
$1.87M 0.01%
29,721
+24,034
1179
$1.86M 0.01%
53,475
+3,283
1180
$1.86M 0.01%
48,735
+39,143
1181
$1.85M 0.01%
9,391
-18,639
1182
$1.85M 0.01%
13,966
-561
1183
$1.85M 0.01%
4,244
-1,408
1184
$1.85M 0.01%
24,456
+19,602
1185
$1.84M 0.01%
43,486
+2,101
1186
$1.84M 0.01%
+78,754
1187
$1.83M 0.01%
22,196
-1,088
1188
$1.83M 0.01%
38,235
-6,438
1189
$1.83M 0.01%
20,820
-565
1190
$1.83M 0.01%
88,098
+572
1191
$1.82M 0.01%
3,860
+40
1192
$1.82M 0.01%
21,738
-3,981
1193
$1.82M 0.01%
24,674
+1,306
1194
$1.82M 0.01%
37,043
+9,820
1195
$1.81M 0.01%
4,562
-4,381
1196
$1.8M 0.01%
49,740
+6,160
1197
$1.8M 0.01%
58,657
+1,068
1198
$1.8M 0.01%
120,691
-11,799
1199
$1.8M 0.01%
21,160
-658
1200
$1.79M 0.01%
76,691
-12,186
46 47
48
49 50