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
2551
$301K ﹤0.01%
26,161
+2,387
2552
$301K ﹤0.01%
8,796
+183
2553
$301K ﹤0.01%
8,940
-309
2554
$301K ﹤0.01%
6,000
2555
$301K ﹤0.01%
22,479
+12,049
2556
$301K ﹤0.01%
910
+66
2557
$300K ﹤0.01%
10,648
-1,100
2558
$300K ﹤0.01%
4,263
+12
2559
$299K ﹤0.01%
37,720
+459
2560
$298K ﹤0.01%
2,383
+58
2561
$298K ﹤0.01%
14,211
-3,688
2562
$297K ﹤0.01%
3,240
-200
2563
$297K ﹤0.01%
44,100
+8,938
2564
$296K ﹤0.01%
7,480
+2,276
2565
$296K ﹤0.01%
+8,391
2566
$295K ﹤0.01%
8,181
+264
2567
$294K ﹤0.01%
18,236
+7,007
2568
$294K ﹤0.01%
21,760
+8,882
2569
$293K ﹤0.01%
8,808
+1,360
2570
$293K ﹤0.01%
38,853
+2,704
2571
$293K ﹤0.01%
3,216
+191
2572
$292K ﹤0.01%
32,124
+5,573
2573
$291K ﹤0.01%
+8,147
2574
$291K ﹤0.01%
2,861
+20
2575
$290K ﹤0.01%
9,493
-55
101 102
103
104 105