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
2876
$200K ﹤0.01%
6,682
-1,964
2877
$199K ﹤0.01%
20,823
+1,927
2878
$199K ﹤0.01%
19,000
+8,000
2879
$199K ﹤0.01%
18,824
-5,001
2880
$197K ﹤0.01%
16,911
+718
2881
$197K ﹤0.01%
20,221
+275
2882
$196K ﹤0.01%
50,005
-50
2883
$195K ﹤0.01%
8,290
+2,002
2884
$194K ﹤0.01%
38,409
-232
2885
$194K ﹤0.01%
12,848
+6,253
2886
$193K ﹤0.01%
14,309
+5
2887
$193K ﹤0.01%
11,559
+287
2888
$193K ﹤0.01%
11,040
+284
2889
$192K ﹤0.01%
27,641
-5,612
2890
$192K ﹤0.01%
16,477
-664
2891
$192K ﹤0.01%
154
+8
2892
$191K ﹤0.01%
49,324
-1,870
2893
$186K ﹤0.01%
13,401
-212
2894
$186K ﹤0.01%
77,420
-8,450
2895
$185K ﹤0.01%
+11,154
2896
$185K ﹤0.01%
12,564
-23,004
2897
$184K ﹤0.01%
17,463
-1,500
2898
$184K ﹤0.01%
51,432
+15,100
2899
$183K ﹤0.01%
27,897
+1,000
2900
$183K ﹤0.01%
17,476
+229
114 115
116
117 118