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
1326
$1.46M 0.01%
47,678
-2,204
1327
$1.46M 0.01%
5,175
-2,362
1328
$1.46M 0.01%
31,191
+2,008
1329
$1.46M 0.01%
10,344
-80
1330
$1.46M 0.01%
3,442
-906
1331
$1.46M 0.01%
37,557
-12,009
1332
$1.45M 0.01%
45,875
+23,315
1333
$1.45M 0.01%
29,351
-7,002
1334
$1.45M 0.01%
11,328
-1,845
1335
$1.44M 0.01%
12,681
+4,315
1336
$1.44M 0.01%
13,069
+286
1337
$1.44M 0.01%
41,121
+7,659
1338
$1.44M 0.01%
36,396
-1,360
1339
$1.44M 0.01%
68,422
+2,759
1340
$1.44M 0.01%
71,966
+1,808
1341
$1.43M 0.01%
67,100
-7,520
1342
$1.43M 0.01%
23,052
+2,582
1343
$1.43M 0.01%
73,652
-1,987
1344
$1.43M 0.01%
43,714
+8,461
1345
$1.43M 0.01%
22,897
-3,866
1346
$1.43M 0.01%
6,008
-30
1347
$1.43M 0.01%
121,823
+8,890
1348
$1.42M 0.01%
143,230
+2,837
1349
$1.41M 0.01%
20,073
-9,417
1350
$1.41M 0.01%
13,702
+8,958
52 53
54
55 56