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
1476
$1.15M 0.01%
18,158
-12,132
1477
$1.15M 0.01%
15,317
+5,552
1478
$1.15M 0.01%
44,203
-6,083
1479
$1.14M 0.01%
38,462
-8,154
1480
$1.14M 0.01%
5,723
-474
1481
$1.14M 0.01%
9,472
-2,276
1482
$1.14M 0.01%
24,294
-412
1483
$1.13M 0.01%
22,190
+6,213
1484
$1.13M 0.01%
78,606
+50,376
1485
$1.13M 0.01%
32,394
-2,003
1486
$1.13M 0.01%
41,834
+929
1487
$1.13M 0.01%
9,455
-435
1488
$1.13M 0.01%
15,711
-415
1489
$1.13M 0.01%
36,216
-10,698
1490
$1.13M 0.01%
48,854
-4,451
1491
$1.12M 0.01%
100,615
-6,365
1492
$1.12M 0.01%
34,921
+6,154
1493
$1.12M 0.01%
6,411
+336
1494
$1.11M 0.01%
25,153
+77
1495
$1.11M 0.01%
23,973
+10,149
1496
$1.11M 0.01%
23,761
+957
1497
$1.11M 0.01%
36,186
+19,582
1498
$1.11M 0.01%
+42,400
1499
$1.11M 0.01%
43,355
+2,113
1500
$1.11M 0.01%
21,792
+288
58 59
60
61 62