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
1251
$1.66M 0.01%
126,733
-21,809
1252
$1.66M 0.01%
87,288
-832
1253
$1.65M 0.01%
95,459
-1,106
1254
$1.65M 0.01%
209,280
+147
1255
$1.65M 0.01%
38,203
-1,314
1256
$1.65M 0.01%
126,676
-313
1257
$1.65M 0.01%
15,252
+356
1258
$1.65M 0.01%
15,637
-3,741
1259
$1.64M 0.01%
91,380
-21,880
1260
$1.64M 0.01%
14,423
+241
1261
$1.64M 0.01%
45,639
+25,960
1262
$1.63M 0.01%
9,043
-23,589
1263
$1.63M 0.01%
16,711
-8,081
1264
$1.63M 0.01%
49,399
-3,869
1265
$1.63M 0.01%
17,419
-16,173
1266
$1.63M 0.01%
41,807
+9,630
1267
$1.62M 0.01%
28,631
+4,468
1268
$1.62M 0.01%
73,238
-22,580
1269
$1.62M 0.01%
40,857
+146
1270
$1.62M 0.01%
33,105
-2,741
1271
$1.62M 0.01%
12,621
+704
1272
$1.61M 0.01%
44,886
+7,548
1273
$1.61M 0.01%
426,702
-5,040
1274
$1.61M 0.01%
50,047
-1,207
1275
$1.61M 0.01%
65,582
+8,501
49 50
51
52 53