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
1276
$1.61M 0.01%
14,491
-710
1277
$1.61M 0.01%
52,080
-19,196
1278
$1.6M 0.01%
41,340
+4,004
1279
$1.59M 0.01%
41,041
-5,631
1280
$1.59M 0.01%
81,538
-16,466
1281
$1.59M 0.01%
17,495
-1,813
1282
$1.59M 0.01%
6,452
+457
1283
$1.58M 0.01%
27,975
-13,951
1284
$1.57M 0.01%
70,584
+3,598
1285
$1.57M 0.01%
60,000
-5,000
1286
$1.57M 0.01%
120,108
+35,179
1287
$1.57M 0.01%
11,480
-3,414
1288
$1.57M 0.01%
18,809
+28
1289
$1.57M 0.01%
+50,828
1290
$1.57M 0.01%
9,002
+578
1291
$1.56M 0.01%
58,191
+15,662
1292
$1.56M 0.01%
69,785
-10,106
1293
$1.56M 0.01%
+28,337
1294
$1.56M 0.01%
117,959
+5,306
1295
$1.56M 0.01%
78,497
+31,546
1296
$1.55M 0.01%
12,511
+464
1297
$1.55M 0.01%
46,258
+13,741
1298
$1.54M 0.01%
23,038
+50
1299
$1.54M 0.01%
23,681
-6,987
1300
$1.54M 0.01%
9,526
+725
50 51
52
53 54