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
2476
$325K ﹤0.01%
3,896
-339
2477
$325K ﹤0.01%
6,584
-415
2478
$324K ﹤0.01%
3,634
+141
2479
$324K ﹤0.01%
10,616
+3,936
2480
$324K ﹤0.01%
36,454
+1,210
2481
$324K ﹤0.01%
20,850
-1,431
2482
$324K ﹤0.01%
14,988
2483
$323K ﹤0.01%
5,841
-70
2484
$322K ﹤0.01%
+14,993
2485
$322K ﹤0.01%
13,555
-392
2486
$322K ﹤0.01%
5,023
-2,387
2487
$322K ﹤0.01%
12,654
-6,353
2488
$322K ﹤0.01%
12,733
+638
2489
$321K ﹤0.01%
+8,828
2490
$321K ﹤0.01%
4,082
+2
2491
$321K ﹤0.01%
4,913
+890
2492
$320K ﹤0.01%
2,083
-114
2493
$320K ﹤0.01%
+15,791
2494
$320K ﹤0.01%
10,822
+3,808
2495
$319K ﹤0.01%
19,643
+153
2496
$318K ﹤0.01%
22,111
2497
$318K ﹤0.01%
+5,628
2498
$318K ﹤0.01%
14,025
2499
$318K ﹤0.01%
+27,571
2500
$318K ﹤0.01%
22,611
+8,915
98 99
100
101 102