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
2926
$163K ﹤0.01%
12,500
2927
$160K ﹤0.01%
11,813
-3,945
2928
$160K ﹤0.01%
+15,915
2929
$159K ﹤0.01%
22,913
-15,472
2930
$159K ﹤0.01%
+22,102
2931
$159K ﹤0.01%
21,629
+2,600
2932
$158K ﹤0.01%
10,723
+707
2933
$158K ﹤0.01%
+12,440
2934
$157K ﹤0.01%
38,881
+2,334
2935
$156K ﹤0.01%
30,387
+18,584
2936
$154K ﹤0.01%
22,600
+500
2937
$152K ﹤0.01%
10,037
2938
$152K ﹤0.01%
11,747
-35,221
2939
$151K ﹤0.01%
11,385
+408
2940
$150K ﹤0.01%
13,810
-1,600
2941
$150K ﹤0.01%
26,540
+13,559
2942
$149K ﹤0.01%
16,585
+1,054
2943
$149K ﹤0.01%
5,405
+452
2944
$149K ﹤0.01%
2,488
-1,230
2945
$149K ﹤0.01%
31,000
2946
$147K ﹤0.01%
+28,987
2947
$146K ﹤0.01%
26,810
+4,960
2948
$146K ﹤0.01%
14,577
-56,145
2949
$144K ﹤0.01%
23,907
+1,008
2950
$144K ﹤0.01%
27,074
+5,505
116 117
118
119 120