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
2701
$247K ﹤0.01%
65,431
-3,475
2702
$247K ﹤0.01%
14,930
+1,982
2703
$247K ﹤0.01%
+10,225
2704
$247K ﹤0.01%
3,230
+138
2705
$247K ﹤0.01%
8,246
+997
2706
$246K ﹤0.01%
9,676
-437
2707
$246K ﹤0.01%
1,423
+63
2708
$246K ﹤0.01%
4,741
-2,659
2709
$245K ﹤0.01%
6,364
2710
$245K ﹤0.01%
86,819
-55,327
2711
$245K ﹤0.01%
2,972
+76
2712
$245K ﹤0.01%
7,506
+469
2713
$245K ﹤0.01%
+8,525
2714
$245K ﹤0.01%
5,418
-639
2715
$245K ﹤0.01%
559
+69
2716
$244K ﹤0.01%
3,060
-288
2717
$244K ﹤0.01%
+8,145
2718
$244K ﹤0.01%
+7,407
2719
$243K ﹤0.01%
10,325
+61
2720
$243K ﹤0.01%
7,028
-1,519
2721
$243K ﹤0.01%
5,647
+119
2722
$242K ﹤0.01%
11,451
-6
2723
$242K ﹤0.01%
2,422
-215
2724
$242K ﹤0.01%
+4,612
2725
$242K ﹤0.01%
+27,208
107 108
109
110 111