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
1426
$1.24M 0.01%
+36,925
1427
$1.24M 0.01%
18,536
-580
1428
$1.23M 0.01%
85,013
-3,709
1429
$1.23M 0.01%
49,033
+21,501
1430
$1.23M 0.01%
61,256
-15,214
1431
$1.23M 0.01%
29,745
-13,680
1432
$1.23M 0.01%
64,560
-1,316
1433
$1.22M 0.01%
5,791
-711
1434
$1.22M 0.01%
14,531
+4,423
1435
$1.22M 0.01%
+65,101
1436
$1.22M 0.01%
31,649
+734
1437
$1.21M 0.01%
46,126
-1,640
1438
$1.21M 0.01%
19,960
-1,280
1439
$1.21M 0.01%
29,682
+3,917
1440
$1.21M 0.01%
54,729
+20,360
1441
$1.21M 0.01%
17,119
+2,905
1442
$1.2M 0.01%
107,641
+12,346
1443
$1.2M 0.01%
106,727
+7,501
1444
$1.2M 0.01%
39,632
-7,237
1445
$1.2M 0.01%
30,729
-11,071
1446
$1.2M 0.01%
39,833
+7,022
1447
$1.2M 0.01%
40,985
-3,544
1448
$1.2M 0.01%
14,045
-1,252
1449
$1.19M 0.01%
2,749
+6
1450
$1.19M 0.01%
80,451
+35,049
56 57
58
59 60