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
1
$893M 4.1%
5,112,900
+16,889
2
$766M 3.52%
1,845,530
-98,716
3
$465M 2.14%
1,282,556
-52,005
4
$415M 1.91%
6,946,226
-118,831
5
$357M 1.64%
787,355
+4,160
6
$342M 1.57%
1,108,841
+33,347
7
$334M 1.54%
2,050,880
+75,140
8
$319M 1.47%
1,403,236
-33,916
9
$224M 1.03%
2,812,845
-51,425
10
$222M 1.02%
490,482
-89,739
11
$185M 0.85%
3,532,532
+54,940
12
$183M 0.84%
1,126,981
+38,068
13
$171M 0.78%
483,215
+23,961
14
$167M 0.77%
464,934
+18,495
15
$166M 0.76%
6,090,870
+195,220
16
$153M 0.7%
3,616,218
+202,691
17
$151M 0.69%
1,940,891
-92,994
18
$136M 0.63%
474,087
-8,228
19
$134M 0.61%
740,355
+240,314
20
$132M 0.61%
952,460
+79,260
21
$125M 0.57%
2,548,340
+502,329
22
$117M 0.54%
705,130
-52,388
23
$117M 0.54%
1,501,932
-138,943
24
$116M 0.53%
829,980
+51,960
25
$114M 0.52%
771,950
+77,824
1
2 3 4 5