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
2976
$126K ﹤0.01%
14,865
2977
$126K ﹤0.01%
56
+28
2978
$126K ﹤0.01%
10,346
-2,356
2979
$125K ﹤0.01%
16,564
+14
2980
$124K ﹤0.01%
56,734
+1,115
2981
$124K ﹤0.01%
10,589
-2,025
2982
$124K ﹤0.01%
22,260
-621
2983
$122K ﹤0.01%
21,890
+642
2984
$122K ﹤0.01%
7,564
+354
2985
$120K ﹤0.01%
+23,001
2986
$120K ﹤0.01%
44,482
2987
$119K ﹤0.01%
14,650
-250
2988
$119K ﹤0.01%
+14,800
2989
$119K ﹤0.01%
16,966
+1,405
2990
– –
0
2991
$118K ﹤0.01%
13,772
+1,000
2992
$118K ﹤0.01%
+13,898
2993
$117K ﹤0.01%
24,957
+1,700
2994
$117K ﹤0.01%
15,995
-400
2995
$114K ﹤0.01%
35,172
+9,168
2996
$114K ﹤0.01%
23,907
+5,657
2997
$113K ﹤0.01%
19,817
+41
2998
$112K ﹤0.01%
13,314
-730
2999
$110K ﹤0.01%
14,525
-19,402
3000
$108K ﹤0.01%
+16,242
118 119
120
121 122