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
201
$22.4M 0.1%
82,009
-339
202
$22.2M 0.1%
91,760
+1,668
203
$22.1M 0.1%
223,178
+9,460
204
$21.7M 0.1%
92,114
+3,022
205
$21.7M 0.1%
422,820
+144,469
206
$21.6M 0.1%
460,728
+36,554
207
$21.5M 0.1%
1,026,826
+74,388
208
$21.4M 0.1%
407,031
+53,018
209
$21.2M 0.1%
114,607
-31,098
210
$20.7M 0.1%
251,654
-96,960
211
$20.5M 0.09%
192,104
-17,123
212
$20.3M 0.09%
529,008
+167,734
213
$20.3M 0.09%
524,395
+9,659
214
$20.1M 0.09%
899,743
+50,250
215
$20M 0.09%
123,851
-125,951
216
$19.9M 0.09%
125,025
-90,188
217
$19.8M 0.09%
408,968
+3,168
218
$19.7M 0.09%
25,763
+2,995
219
$19.6M 0.09%
395,063
+108,924
220
$19.5M 0.09%
180,117
-166,130
221
$19.4M 0.09%
72,646
-1,602
222
$19.3M 0.09%
305,880
+9,490
223
$19.2M 0.09%
691,375
-14,187
224
$19.2M 0.09%
403,498
+28,255
225
$19.2M 0.09%
512,632
+5,637
7 8
9
10 11