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
2526
$309K ﹤0.01%
6,888
-10,572
2527
$309K ﹤0.01%
10,722
+389
2528
$309K ﹤0.01%
14,516
+2,021
2529
$308K ﹤0.01%
36,482
+21,372
2530
$307K ﹤0.01%
2,936
+28
2531
$307K ﹤0.01%
50,960
-2,698
2532
$307K ﹤0.01%
3,160
-234
2533
$307K ﹤0.01%
23,565
+612
2534
$307K ﹤0.01%
10,601
-195
2535
$306K ﹤0.01%
+2,094
2536
$306K ﹤0.01%
1,168
-98
2537
$306K ﹤0.01%
4,763
+1
2538
$306K ﹤0.01%
25,878
-272
2539
$306K ﹤0.01%
6,277
+247
2540
$305K ﹤0.01%
14,139
-1,180
2541
$304K ﹤0.01%
+73,771
2542
$303K ﹤0.01%
8,164
+1,128
2543
$303K ﹤0.01%
2,589
-365
2544
$303K ﹤0.01%
4,907
-317
2545
$303K ﹤0.01%
11,976
2546
$302K ﹤0.01%
17,502
-225
2547
$302K ﹤0.01%
7,562
-372
2548
$302K ﹤0.01%
34,886
+7,760
2549
$302K ﹤0.01%
8,784
+342
2550
$302K ﹤0.01%
17,730
+600
100 101
102
103 104