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
2751
$234K ﹤0.01%
145,207
-7,820
2752
$233K ﹤0.01%
11,506
+1,538
2753
$233K ﹤0.01%
52,237
+38,744
2754
$233K ﹤0.01%
9,054
+215
2755
$231K ﹤0.01%
9,542
2756
$231K ﹤0.01%
+1,430
2757
$231K ﹤0.01%
+7,490
2758
$231K ﹤0.01%
9,012
+17
2759
$230K ﹤0.01%
5,243
+31
2760
$229K ﹤0.01%
2,836
-1,561
2761
$229K ﹤0.01%
+10,442
2762
$229K ﹤0.01%
3,044
-781
2763
$229K ﹤0.01%
+8,748
2764
$229K ﹤0.01%
2,300
-40
2765
$229K ﹤0.01%
+7,116
2766
$228K ﹤0.01%
30,600
-6,250
2767
$228K ﹤0.01%
+9,652
2768
$228K ﹤0.01%
+2,709
2769
$228K ﹤0.01%
876
+63
2770
$228K ﹤0.01%
32,073
-3,199
2771
$227K ﹤0.01%
1,451
+1
2772
$227K ﹤0.01%
7,296
-527
2773
$227K ﹤0.01%
12,889
-2,578
2774
$227K ﹤0.01%
269
-1,982
2775
$226K ﹤0.01%
+9,050
109 110
111
112 113