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
2576
$289K ﹤0.01%
3,537
+116
2577
$289K ﹤0.01%
7,888
-453
2578
$288K ﹤0.01%
11,177
+4,485
2579
$288K ﹤0.01%
7,406
+60
2580
$287K ﹤0.01%
+4,675
2581
$287K ﹤0.01%
4,959
+2
2582
$287K ﹤0.01%
+4,663
2583
$286K ﹤0.01%
7,156
+678
2584
$286K ﹤0.01%
6,317
-298
2585
$286K ﹤0.01%
6,193
-10
2586
$286K ﹤0.01%
7,903
-660
2587
$285K ﹤0.01%
15,923
-2,478
2588
$285K ﹤0.01%
6,555
+146
2589
$284K ﹤0.01%
+6,171
2590
$284K ﹤0.01%
8,562
+2,290
2591
$284K ﹤0.01%
19,411
+369
2592
$283K ﹤0.01%
14,353
-16,478
2593
$283K ﹤0.01%
32,107
-5,237
2594
$283K ﹤0.01%
43,078
+18,996
2595
$282K ﹤0.01%
+18,897
2596
$282K ﹤0.01%
+16,249
2597
$281K ﹤0.01%
2,734
-16
2598
$281K ﹤0.01%
2,562
-82
2599
$281K ﹤0.01%
24,211
+10,233
2600
$278K ﹤0.01%
2,668
-176
102 103
104
105 106