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
176
$26.8M 0.12%
124,927
+1,018
177
$26.8M 0.12%
780,774
-69,929
178
$26.3M 0.12%
432,550
+56,777
179
$26.1M 0.12%
499,910
+6,321
180
$26.1M 0.12%
378,276
+4,270
181
$26M 0.12%
224,943
-9,237
182
$25.8M 0.12%
601,989
+14,204
183
$25.6M 0.12%
279,698
+156,715
184
$25.4M 0.12%
835,872
+83,548
185
$25.2M 0.12%
262,034
-36,301
186
$25.2M 0.12%
1,373,392
+73,680
187
$25.1M 0.12%
659,494
+34,313
188
$24.7M 0.11%
198,468
+14,619
189
$24.6M 0.11%
403,754
-26,585
190
$24.5M 0.11%
41,482
-816
191
$24.1M 0.11%
465,460
-36,368
192
$24.1M 0.11%
224,148
+6,051
193
$24M 0.11%
346,756
-18,200
194
$23.3M 0.11%
418,856
-54,789
195
$23.3M 0.11%
138,189
-26,287
196
$23.2M 0.11%
637,632
-31,334
197
$23M 0.11%
433,957
+125,247
198
$23M 0.11%
226,350
-1,183
199
$23M 0.11%
205,653
+8,126
200
$22.8M 0.1%
54,903
+3,283
6 7
8
9 10