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
1401
$1.29M 0.01%
41,221
-38
1402
$1.28M 0.01%
43,908
+15,985
1403
$1.28M 0.01%
35,422
+4,734
1404
$1.28M 0.01%
45,766
+17,848
1405
$1.28M 0.01%
83,102
-19,622
1406
$1.28M 0.01%
14,402
-3,830
1407
$1.27M 0.01%
40,925
+4,519
1408
$1.27M 0.01%
36,554
-3,585
1409
$1.27M 0.01%
56,930
-3,733
1410
$1.27M 0.01%
17,704
+1,185
1411
$1.27M 0.01%
16,475
-260
1412
$1.27M 0.01%
31,091
+1,905
1413
$1.27M 0.01%
29,540
+5,365
1414
$1.27M 0.01%
11,337
+798
1415
$1.26M 0.01%
60,886
+36,285
1416
$1.26M 0.01%
24,613
+2,805
1417
$1.26M 0.01%
+22,734
1418
$1.26M 0.01%
25,567
-2,576
1419
$1.26M 0.01%
30,850
-570
1420
$1.25M 0.01%
74,736
+7,285
1421
$1.24M 0.01%
11,464
-3,264
1422
$1.24M 0.01%
25,857
-368
1423
$1.24M 0.01%
12,809
+4,266
1424
$1.24M 0.01%
108,242
-7,672
1425
$1.24M 0.01%
4,858
-27
55 56
57
58 59