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
1226
$1.74M 0.01%
68,000
+57,076
1227
$1.73M 0.01%
18,470
-7,252
1228
$1.73M 0.01%
27,957
-311
1229
$1.72M 0.01%
12,493
+486
1230
$1.72M 0.01%
45,846
-1,845
1231
$1.72M 0.01%
8,009
-210
1232
$1.72M 0.01%
14,530
-298
1233
$1.71M 0.01%
71,788
+44,213
1234
$1.71M 0.01%
11,779
-643
1235
$1.71M 0.01%
23,608
+13,755
1236
$1.7M 0.01%
56,649
-4,884
1237
$1.7M 0.01%
19,321
+593
1238
$1.7M 0.01%
5,225
-1,511
1239
$1.7M 0.01%
74,848
+57,498
1240
$1.69M 0.01%
54,874
-5,877
1241
$1.69M 0.01%
67,571
+43,517
1242
$1.69M 0.01%
48,853
+33,503
1243
$1.68M 0.01%
30,908
-5,943
1244
$1.68M 0.01%
49,433
-54
1245
$1.68M 0.01%
80,379
-24,798
1246
$1.68M 0.01%
95,504
+6,028
1247
$1.67M 0.01%
30,912
+20,111
1248
$1.67M 0.01%
15,490
+1,976
1249
$1.66M 0.01%
27,692
-2,781
1250
$1.66M 0.01%
13,864
+5,029
48 49
50
51 52