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
2726
$242K ﹤0.01%
176
+13
2727
$242K ﹤0.01%
4,753
-219
2728
$242K ﹤0.01%
3,226
-28
2729
$242K ﹤0.01%
6,121
+619
2730
$242K ﹤0.01%
10,741
-18,295
2731
$241K ﹤0.01%
3,435
+83
2732
$241K ﹤0.01%
3,725
+247
2733
$240K ﹤0.01%
17,140
+574
2734
$240K ﹤0.01%
1,224
-4
2735
$240K ﹤0.01%
97,408
+22,500
2736
$240K ﹤0.01%
24,449
+410
2737
$239K ﹤0.01%
8,567
-778
2738
$239K ﹤0.01%
1,091
-1,042
2739
$239K ﹤0.01%
+8,771
2740
$238K ﹤0.01%
8,261
+688
2741
$238K ﹤0.01%
3,139
+20
2742
$237K ﹤0.01%
5,175
-240
2743
$237K ﹤0.01%
1,151
-407
2744
$237K ﹤0.01%
3,657
-195
2745
$237K ﹤0.01%
+6,910
2746
$236K ﹤0.01%
9,943
-294
2747
$236K ﹤0.01%
+13,858
2748
$235K ﹤0.01%
11,648
-21,464
2749
$235K ﹤0.01%
+4,452
2750
$235K ﹤0.01%
+3,757
108 109
110
111 112