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
2951
$144K ﹤0.01%
11,844
-14,345
2952
$144K ﹤0.01%
15,080
-229
2953
$144K ﹤0.01%
26,717
-4,726
2954
$143K ﹤0.01%
2,178
-130
2955
$143K ﹤0.01%
17,678
+202
2956
$142K ﹤0.01%
31,215
+6,676
2957
$140K ﹤0.01%
21,568
-5,474
2958
$139K ﹤0.01%
4,781
+558
2959
$138K ﹤0.01%
29,656
-3,892
2960
$138K ﹤0.01%
13,630
+101
2961
$137K ﹤0.01%
10,256
-1,027
2962
$135K ﹤0.01%
63,990
+3,475
2963
$134K ﹤0.01%
13,281
+23
2964
$134K ﹤0.01%
26,640
+322
2965
$134K ﹤0.01%
+18,809
2966
$134K ﹤0.01%
31,947
+1,115
2967
$133K ﹤0.01%
27,974
+99
2968
$132K ﹤0.01%
10,511
+6
2969
$131K ﹤0.01%
28,437
-483
2970
$130K ﹤0.01%
+12,044
2971
$129K ﹤0.01%
16,973
-935
2972
$128K ﹤0.01%
21,500
+3,000
2973
$128K ﹤0.01%
425
2974
$128K ﹤0.01%
11,486
+649
2975
$127K ﹤0.01%
23,958
-7,270
117 118
119
120 121