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
2776
$226K ﹤0.01%
2,096
-402
2777
$226K ﹤0.01%
21,026
+4,425
2778
$226K ﹤0.01%
485
-20
2779
$226K ﹤0.01%
20,839
-5,000
2780
$225K ﹤0.01%
+11,641
2781
$225K ﹤0.01%
+16,361
2782
$225K ﹤0.01%
4,494
+518
2783
$225K ﹤0.01%
3,851
-129
2784
$225K ﹤0.01%
2,048
-84
2785
$224K ﹤0.01%
6,996
-17,717
2786
$224K ﹤0.01%
+9,068
2787
$224K ﹤0.01%
25,387
2788
$223K ﹤0.01%
14,683
+501
2789
$222K ﹤0.01%
+10,020
2790
$222K ﹤0.01%
6,513
-24,816
2791
$221K ﹤0.01%
1,212
+6
2792
$221K ﹤0.01%
9,426
-29,749
2793
$221K ﹤0.01%
6,107
+192
2794
$220K ﹤0.01%
2,737
+314
2795
$219K ﹤0.01%
4,371
+157
2796
$219K ﹤0.01%
+879
2797
$218K ﹤0.01%
+2,621
2798
$218K ﹤0.01%
+6,522
2799
$217K ﹤0.01%
20,836
+3,060
2800
$217K ﹤0.01%
12,819
-1,233
110 111
112
113 114