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
101
$39M 0.18%
589,073
-46,368
102
$38.7M 0.18%
696,142
+13,711
103
$38.5M 0.18%
87,139
+4,990
104
$38.4M 0.18%
688,384
+25,932
105
$38M 0.17%
277,079
+3,917
106
$37.8M 0.17%
105,828
-4,842
107
$37.6M 0.17%
444,244
+42,438
108
$37.2M 0.17%
558,580
+27,511
109
$37M 0.17%
897,780
-23,063
110
$36.8M 0.17%
510,739
-24,144
111
$36.5M 0.17%
363,101
+20,315
112
$36.4M 0.17%
127,019
+20,089
113
$36.2M 0.17%
477,148
+39,732
114
$35.7M 0.16%
1,876,778
-520,463
115
$35.6M 0.16%
484,213
+15,445
116
$35.3M 0.16%
166,356
-11,670
117
$35.2M 0.16%
1,349,507
+878,213
118
$35.1M 0.16%
427,382
-12,536
119
$34.8M 0.16%
907,127
-100,707
120
$34.7M 0.16%
343,237
+12,459
121
$34.6M 0.16%
2,045,565
+230,698
122
$34.1M 0.16%
223,251
+19,848
123
$34M 0.16%
267,563
-3,949
124
$33.9M 0.16%
135,682
-5,243
125
$33.8M 0.16%
462,870
-8,914
3 4
5
6 7