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
2501
$318K ﹤0.01%
3,081
+47
2502
$317K ﹤0.01%
4,404
-170
2503
$317K ﹤0.01%
19,209
-700
2504
$317K ﹤0.01%
24,171
-4,351
2505
$317K ﹤0.01%
10,501
+1,573
2506
$316K ﹤0.01%
7,079
+54
2507
$316K ﹤0.01%
7,109
+2,604
2508
$316K ﹤0.01%
+6,722
2509
$315K ﹤0.01%
12,523
-2,107
2510
$314K ﹤0.01%
1,516
+26
2511
$313K ﹤0.01%
6,648
-867
2512
$312K ﹤0.01%
15,594
-1,215
2513
$312K ﹤0.01%
3,819
-94
2514
$312K ﹤0.01%
13,436
-82
2515
$312K ﹤0.01%
3,020
-709
2516
$311K ﹤0.01%
5,103
-938
2517
$311K ﹤0.01%
10,790
-1,500
2518
$310K ﹤0.01%
1,859
+133
2519
$310K ﹤0.01%
19,130
+4,724
2520
$310K ﹤0.01%
5,869
-156
2521
$310K ﹤0.01%
5,672
+487
2522
$309K ﹤0.01%
2,121
-184
2523
$309K ﹤0.01%
2,531
+5
2524
$309K ﹤0.01%
26,038
+3,396
2525
$309K ﹤0.01%
5,298
+955
99 100
101
102 103