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
126
$33.8M 0.16%
605,186
-16,436
127
$33.8M 0.16%
1,187,110
+609,319
128
$33.6M 0.15%
668,403
+55,529
129
$33.6M 0.15%
309,749
-97,325
130
$33.5M 0.15%
224,150
+93,971
131
$33.2M 0.15%
560,811
+101,317
132
$33M 0.15%
307,349
-134,253
133
$32.9M 0.15%
307,472
+213,305
134
$32.2M 0.15%
1,652,256
+214,776
135
$32.1M 0.15%
423,671
-42,327
136
$32M 0.15%
1,324,867
+68,409
137
$31.9M 0.15%
1,205,257
-479,815
138
$31.4M 0.14%
68,936
-911
139
$31.3M 0.14%
264,049
-10,161
140
$31.2M 0.14%
625,870
+462,670
141
$31.1M 0.14%
1,247,709
+162,465
142
$31M 0.14%
158,317
+16,226
143
$30.9M 0.14%
359,313
-10,174
144
$30.8M 0.14%
1,851,248
+92,297
145
$30.8M 0.14%
738,004
+298,579
146
$30.7M 0.14%
393,316
+23,976
147
$30.7M 0.14%
466,648
+23,924
148
$30.6M 0.14%
292,872
-31,450
149
$30.5M 0.14%
156,933
-1,025
150
$30.4M 0.14%
333,979
-14,567
4 5
6
7 8