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
1376
$1.36M 0.01%
2,638
+72
1377
$1.36M 0.01%
29,556
-2,587
1378
$1.35M 0.01%
30,877
-87,024
1379
$1.35M 0.01%
8,854
-437
1380
$1.35M 0.01%
38,212
+5,209
1381
$1.35M 0.01%
14,931
-229
1382
$1.35M 0.01%
19,362
+9,567
1383
$1.35M 0.01%
100,416
-12,725
1384
$1.34M 0.01%
17,153
+1,140
1385
$1.34M 0.01%
33,415
-34,951
1386
$1.34M 0.01%
26,420
+2,150
1387
$1.33M 0.01%
39,003
-60,742
1388
$1.32M 0.01%
+87,599
1389
$1.32M 0.01%
58,387
-13,563
1390
$1.32M 0.01%
51,262
+5,594
1391
$1.32M 0.01%
18,359
+475
1392
$1.31M 0.01%
13,722
+1,758
1393
$1.31M 0.01%
65,502
+8,253
1394
$1.3M 0.01%
40,321
+12,481
1395
$1.3M 0.01%
17,925
+348
1396
$1.3M 0.01%
+28,238
1397
$1.3M 0.01%
10,985
-6,023
1398
$1.3M 0.01%
45,460
-8,289
1399
$1.3M 0.01%
14,808
-41,516
1400
$1.29M 0.01%
33,282
+2,145
54 55
56
57 58