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
2901
$183K ﹤0.01%
12,661
+764
2902
$182K ﹤0.01%
766
+157
2903
$182K ﹤0.01%
70,330
+1,834
2904
$181K ﹤0.01%
11,809
-1,261
2905
$181K ﹤0.01%
+3,605
2906
$179K ﹤0.01%
13,139
-129
2907
$179K ﹤0.01%
13,600
+438
2908
$179K ﹤0.01%
21,074
-2,539
2909
$178K ﹤0.01%
+10,738
2910
$177K ﹤0.01%
73,541
+20,390
2911
$175K ﹤0.01%
33,230
-2,000
2912
$173K ﹤0.01%
13,335
-438
2913
$173K ﹤0.01%
+12,967
2914
$172K ﹤0.01%
13,291
-211
2915
$171K ﹤0.01%
15,577
+1,577
2916
$169K ﹤0.01%
12,234
2917
$169K ﹤0.01%
28,037
-6,547
2918
$169K ﹤0.01%
6,137
-252
2919
$168K ﹤0.01%
28,862
-100
2920
$168K ﹤0.01%
36,500
-1,100
2921
$167K ﹤0.01%
11,014
+980
2922
$167K ﹤0.01%
+14,294
2923
$166K ﹤0.01%
31,868
-3,697
2924
$166K ﹤0.01%
19,000
2925
$165K ﹤0.01%
13,020
115 116
117
118 119