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
1501
$1.11M 0.01%
43,005
-1,900
1502
$1.1M 0.01%
56,714
-7,860
1503
$1.1M 0.01%
29,682
-3,207
1504
$1.1M 0.01%
19,302
+444
1505
$1.1M 0.01%
58,715
+7,576
1506
$1.1M 0.01%
30,825
+13,341
1507
$1.1M 0.01%
21,099
+17,021
1508
$1.1M 0.01%
172,625
+5,000
1509
$1.1M 0.01%
15,941
-4,505
1510
$1.1M 0.01%
+22,022
1511
$1.1M 0.01%
4,453
+1,474
1512
$1.1M 0.01%
8,241
-1,818
1513
$1.09M 0.01%
8,001
-602
1514
$1.09M 0.01%
7,917
+5,410
1515
$1.09M 0.01%
2,163
-256
1516
$1.09M 0.01%
20,902
-2,540
1517
$1.09M 0.01%
25,237
-1,664
1518
$1.09M 0.01%
24,802
+2,617
1519
$1.09M 0.01%
99,908
+10,513
1520
$1.08M 0.01%
26,493
-684
1521
$1.08M 0.01%
47,216
+6,814
1522
$1.08M 0.01%
54,343
-27
1523
$1.08M 0.01%
37,816
-11,042
1524
$1.08M 0.01%
112,593
+18,658
1525
$1.08M 0.01%
36,766
-3,456
59 60
61
62 63