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
2801
$217K ﹤0.01%
4,780
2802
$217K ﹤0.01%
+5,627
2803
$216K ﹤0.01%
4,147
-59
2804
$216K ﹤0.01%
36,800
+370
2805
$216K ﹤0.01%
866
+68
2806
$216K ﹤0.01%
+13,412
2807
$215K ﹤0.01%
6,094
+347
2808
$215K ﹤0.01%
14,982
+30
2809
$215K ﹤0.01%
21,120
+2,889
2810
$214K ﹤0.01%
+1,663
2811
$214K ﹤0.01%
2,463
-31
2812
$214K ﹤0.01%
9,336
+24
2813
$213K ﹤0.01%
8,917
+630
2814
$213K ﹤0.01%
8,814
-3,402
2815
$213K ﹤0.01%
3,240
-58,810
2816
$213K ﹤0.01%
6,207
-627
2817
$212K ﹤0.01%
15,084
+4,662
2818
$211K ﹤0.01%
+1,624
2819
$211K ﹤0.01%
18,228
+1,147
2820
$211K ﹤0.01%
32,186
+10,400
2821
$211K ﹤0.01%
4,101
-345
2822
$211K ﹤0.01%
+5,460
2823
$211K ﹤0.01%
24,133
+142
2824
$210K ﹤0.01%
4,508
+32
2825
$209K ﹤0.01%
5,222
-143
111 112
113
114 115