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
1201
$1.79M 0.01%
30,193
-966
1202
$1.79M 0.01%
24,789
-10,509
1203
$1.79M 0.01%
400
1204
$1.78M 0.01%
48,516
-23,710
1205
$1.78M 0.01%
9,117
-3,092
1206
$1.78M 0.01%
6,049
-2,135
1207
$1.77M 0.01%
60,886
-72,473
1208
$1.77M 0.01%
+67,423
1209
$1.77M 0.01%
52,370
-362,400
1210
$1.77M 0.01%
17,563
+12,666
1211
$1.77M 0.01%
51,466
-2,398
1212
$1.77M 0.01%
7,307
-6
1213
$1.76M 0.01%
162,182
+22,399
1214
$1.76M 0.01%
67,208
+23,082
1215
$1.76M 0.01%
+64,316
1216
$1.76M 0.01%
94,836
-27,379
1217
$1.76M 0.01%
123,066
+89,449
1218
$1.75M 0.01%
22,618
-1,959
1219
$1.75M 0.01%
+31,088
1220
$1.75M 0.01%
42,213
+1,876
1221
$1.74M 0.01%
13,999
+4,568
1222
$1.74M 0.01%
34,653
-7,951
1223
$1.74M 0.01%
37,073
+31,863
1224
$1.74M 0.01%
11,322
+4,023
1225
$1.74M 0.01%
223,885
+130,398
47 48
49
50 51