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
2851
$204K ﹤0.01%
+8,263
2852
$204K ﹤0.01%
8,544
-1,145
2853
$204K ﹤0.01%
13,508
-2,644
2854
$204K ﹤0.01%
87,402
+23,706
2855
$204K ﹤0.01%
2,051
+90
2856
$203K ﹤0.01%
11,904
+1,883
2857
$203K ﹤0.01%
+5,739
2858
$203K ﹤0.01%
11,882
+234
2859
$203K ﹤0.01%
+3,902
2860
$203K ﹤0.01%
+11,229
2861
$203K ﹤0.01%
35,815
+5
2862
$202K ﹤0.01%
3,936
-6,343
2863
$202K ﹤0.01%
+4,209
2864
$202K ﹤0.01%
3,660
-70
2865
$202K ﹤0.01%
5,402
+300
2866
$202K ﹤0.01%
6,060
-50
2867
$202K ﹤0.01%
5,140
2868
$201K ﹤0.01%
7,853
-286
2869
$201K ﹤0.01%
15,578
2870
$201K ﹤0.01%
+69,870
2871
$201K ﹤0.01%
+18,203
2872
$200K ﹤0.01%
+6,085
2873
$200K ﹤0.01%
+7,107
2874
$200K ﹤0.01%
3,897
-3,017
2875
$200K ﹤0.01%
13,976
-3,397
113 114
115
116 117