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
151
$30.1M 0.14%
286,486
+112,617
152
$30M 0.14%
1,605,048
+88,600
153
$30M 0.14%
471,166
-30,737
154
$29.9M 0.14%
273,072
-24,357
155
$29.8M 0.14%
716,600
+128,188
156
$29.6M 0.14%
385,089
-28,239
157
$29.5M 0.14%
586,901
-24,746
158
$29.5M 0.14%
406,883
+15,377
159
$29.5M 0.14%
507,717
-43,742
160
$29.4M 0.14%
218,509
-26,859
161
$29.4M 0.13%
138,347
+9,058
162
$28.9M 0.13%
582,742
+70,177
163
$28.8M 0.13%
827,492
-19,575
164
$28.7M 0.13%
272,057
-422,977
165
$28.3M 0.13%
274,626
+106,119
166
$28.3M 0.13%
330,025
+16,991
167
$28.2M 0.13%
818,991
+812,423
168
$28.1M 0.13%
138,840
+182
169
$27.9M 0.13%
68,133
-1,294
170
$27.7M 0.13%
147,534
-3,851
171
$27.3M 0.13%
573,691
+16,787
172
$27.2M 0.12%
72,518
+1,830
173
$27.1M 0.12%
208,274
+12,704
174
$27.1M 0.12%
558,615
-177,016
175
$26.8M 0.12%
108,158
-5,846
5 6
7
8 9