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
2651
$264K ﹤0.01%
+8,192
2652
$263K ﹤0.01%
31,031
+5,713
2653
$262K ﹤0.01%
5,742
-2,250
2654
$262K ﹤0.01%
15,525
+2,545
2655
$262K ﹤0.01%
22,761
+976
2656
$262K ﹤0.01%
12,200
+1,479
2657
$262K ﹤0.01%
6,574
+59
2658
$261K ﹤0.01%
1,692
+150
2659
$261K ﹤0.01%
12,900
+2,708
2660
$261K ﹤0.01%
6,323
+28
2661
$260K ﹤0.01%
1,009
-50
2662
$260K ﹤0.01%
4,982
+237
2663
$259K ﹤0.01%
1,581
+349
2664
$259K ﹤0.01%
3,031
+31
2665
$257K ﹤0.01%
8,785
+439
2666
$257K ﹤0.01%
5,677
+100
2667
$257K ﹤0.01%
20,736
+2,479
2668
$257K ﹤0.01%
2,881
-72
2669
$257K ﹤0.01%
2,314
-348
2670
$257K ﹤0.01%
4,110
+889
2671
$257K ﹤0.01%
+6,716
2672
$256K ﹤0.01%
+7,008
2673
$256K ﹤0.01%
28,003
-19,569
2674
$256K ﹤0.01%
26,682
-7,806
2675
$256K ﹤0.01%
7,387
-900
105 106
107
108 109