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
2826
$209K ﹤0.01%
+4,029
2827
$209K ﹤0.01%
9,894
+386
2828
$209K ﹤0.01%
+10,681
2829
$209K ﹤0.01%
+1,401
2830
$209K ﹤0.01%
+7,784
2831
$208K ﹤0.01%
+7,571
2832
$208K ﹤0.01%
8,712
-640
2833
$208K ﹤0.01%
23,748
+2,307
2834
$207K ﹤0.01%
3,495
-810
2835
$207K ﹤0.01%
33,885
+2,902
2836
$207K ﹤0.01%
12,654
+376
2837
$207K ﹤0.01%
39,110
+8,037
2838
$207K ﹤0.01%
+5,835
2839
$206K ﹤0.01%
6,103
-5,968
2840
$206K ﹤0.01%
+7,095
2841
$206K ﹤0.01%
8,434
-148
2842
$206K ﹤0.01%
6,103
2843
$206K ﹤0.01%
+3,820
2844
$206K ﹤0.01%
22,403
+7,000
2845
$206K ﹤0.01%
6,655
-1,124
2846
$206K ﹤0.01%
14,567
+2,434
2847
$206K ﹤0.01%
7,037
+269
2848
$205K ﹤0.01%
8,156
-5,536
2849
$204K ﹤0.01%
1,124
-2,817
2850
$204K ﹤0.01%
57,507
+7,730
112 113
114
115 116