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
2676
$255K ﹤0.01%
24,045
+1,555
2677
$255K ﹤0.01%
26,374
+45
2678
$255K ﹤0.01%
4,448
+3
2679
$254K ﹤0.01%
1,488
+64
2680
$254K ﹤0.01%
4,045
+205
2681
$254K ﹤0.01%
15,787
-4,095
2682
$254K ﹤0.01%
10,193
2683
$253K ﹤0.01%
18,396
+327
2684
$253K ﹤0.01%
1,595
-636
2685
$253K ﹤0.01%
2,282
-472
2686
$252K ﹤0.01%
11,118
-9,296
2687
$252K ﹤0.01%
22,100
+2,500
2688
$251K ﹤0.01%
3,750
+14
2689
$251K ﹤0.01%
12,562
+1,757
2690
$251K ﹤0.01%
10,558
+680
2691
$251K ﹤0.01%
7,153
-1,861
2692
$250K ﹤0.01%
22,953
+2,666
2693
$250K ﹤0.01%
7,884
2694
$250K ﹤0.01%
10,516
+2,270
2695
$249K ﹤0.01%
1,038
-95
2696
$249K ﹤0.01%
18,759
-8,306
2697
$248K ﹤0.01%
3,857
-122
2698
$248K ﹤0.01%
9,078
+1,135
2699
$248K ﹤0.01%
+3,583
2700
$247K ﹤0.01%
19,956
-280
106 107
108
109 110