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
2626
$272K ﹤0.01%
8,746
+386
2627
$271K ﹤0.01%
5,016
-124
2628
$271K ﹤0.01%
68,400
+32,000
2629
$270K ﹤0.01%
44,185
+820
2630
$270K ﹤0.01%
7,173
-1,733
2631
$270K ﹤0.01%
10,727
2632
$269K ﹤0.01%
14,958
+2,300
2633
$269K ﹤0.01%
2,679
+2
2634
$269K ﹤0.01%
6,991
-1,449
2635
$268K ﹤0.01%
2,623
+483
2636
$268K ﹤0.01%
13,760
+1,428
2637
$268K ﹤0.01%
+3,963
2638
$268K ﹤0.01%
4,621
-8,970
2639
$268K ﹤0.01%
4,105
+1,009
2640
$268K ﹤0.01%
9,343
+414
2641
$268K ﹤0.01%
+7,371
2642
$268K ﹤0.01%
1,044
-301
2643
$268K ﹤0.01%
6,256
-68,123
2644
$268K ﹤0.01%
2,345
-384
2645
$266K ﹤0.01%
4,413
-306
2646
$265K ﹤0.01%
3,816
-279
2647
$265K ﹤0.01%
10,065
-3,293
2648
$264K ﹤0.01%
15,338
2649
$264K ﹤0.01%
1,987
-3,415
2650
$264K ﹤0.01%
+6,588
104 105
106
107 108