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
1351
$1.41M 0.01%
15,751
+1,459
1352
$1.41M 0.01%
21,171
-5,007
1353
$1.41M 0.01%
+38,790
1354
$1.41M 0.01%
21,258
+591
1355
$1.41M 0.01%
97,392
+3,234
1356
$1.4M 0.01%
5,258
-361
1357
$1.4M 0.01%
61,537
+10,402
1358
$1.4M 0.01%
14,549
-2,926
1359
$1.4M 0.01%
39,917
+5,628
1360
$1.4M 0.01%
31,079
+1,187
1361
$1.4M 0.01%
6,915
-6,642
1362
$1.39M 0.01%
43,052
-36,645
1363
$1.39M 0.01%
+53,715
1364
$1.38M 0.01%
81,874
+5,251
1365
$1.38M 0.01%
19,779
+294
1366
$1.38M 0.01%
12,774
-5,452
1367
$1.38M 0.01%
8,087
-1,237
1368
$1.38M 0.01%
23,951
-2,158
1369
$1.37M 0.01%
65,821
-15,029
1370
$1.37M 0.01%
16,195
+158
1371
$1.37M 0.01%
21,830
+4,801
1372
$1.37M 0.01%
38,394
-3,376
1373
$1.36M 0.01%
44,532
-2,600
1374
$1.36M 0.01%
38,533
-5,429
1375
$1.36M 0.01%
25,505
-467
53 54
55
56 57