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
2601
$278K ﹤0.01%
78,146
-3,244
2602
$277K ﹤0.01%
11,234
+501
2603
$276K ﹤0.01%
9,149
-3,267
2604
$276K ﹤0.01%
20,358
+5,269
2605
$276K ﹤0.01%
6,371
-15,986
2606
$276K ﹤0.01%
20,493
-1,965
2607
$276K ﹤0.01%
2,710
+235
2608
$275K ﹤0.01%
11,954
+3,326
2609
$275K ﹤0.01%
11,507
-7,274
2610
$275K ﹤0.01%
2,172
+105
2611
$274K ﹤0.01%
70,347
-3,042
2612
$274K ﹤0.01%
+11,612
2613
$274K ﹤0.01%
11,627
-3,133
2614
$274K ﹤0.01%
10,520
-1,227
2615
$274K ﹤0.01%
4,233
-702
2616
$274K ﹤0.01%
23,497
-903
2617
$274K ﹤0.01%
5,586
-513
2618
$274K ﹤0.01%
1,788
-541
2619
$273K ﹤0.01%
3,559
-436
2620
$273K ﹤0.01%
20,734
+6,853
2621
$273K ﹤0.01%
2,426
+135
2622
$273K ﹤0.01%
7,975
-1,032
2623
$273K ﹤0.01%
10,117
-79
2624
$272K ﹤0.01%
11,416
-340
2625
$272K ﹤0.01%
8,140
+62
103 104
105
106 107