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
1301
$1.54M 0.01%
56,691
-540
1302
$1.54M 0.01%
9,221
-686
1303
$1.53M 0.01%
30,513
-563
1304
$1.53M 0.01%
348,873
+29,000
1305
$1.53M 0.01%
34,316
+23,704
1306
$1.52M 0.01%
8,319
+3,330
1307
$1.52M 0.01%
99,789
+11,198
1308
$1.51M 0.01%
122,286
+12,460
1309
$1.51M 0.01%
8,836
+1,758
1310
$1.51M 0.01%
27,321
-16,676
1311
$1.51M 0.01%
4,465
+301
1312
$1.5M 0.01%
20,692
+9,666
1313
$1.49M 0.01%
150,652
-11,235
1314
$1.49M 0.01%
12,784
-1,646
1315
$1.49M 0.01%
66,880
-27,163
1316
$1.49M 0.01%
32,718
-1,348
1317
$1.49M 0.01%
47,695
-2,967
1318
$1.49M 0.01%
13,010
+273
1319
$1.48M 0.01%
27,789
+1,640
1320
$1.48M 0.01%
19,991
+2,551
1321
$1.48M 0.01%
43,253
-40,939
1322
$1.47M 0.01%
76,572
-606
1323
$1.47M 0.01%
7,951
-1,418
1324
$1.47M 0.01%
56,348
+6,117
1325
$1.47M 0.01%
26,367
+1,585
51 52
53
54 55