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
3001
$106K ﹤0.01%
+18,758
3002
$105K ﹤0.01%
14,906
-541
3003
$105K ﹤0.01%
39,915
-20,643
3004
$104K ﹤0.01%
11,946
-4,192
3005
$100K ﹤0.01%
+14,475
3006
$99K ﹤0.01%
21,220
-752
3007
$99K ﹤0.01%
+10,297
3008
$99K ﹤0.01%
22,500
-500
3009
$98K ﹤0.01%
+6,385
3010
$98K ﹤0.01%
2,195
3011
$98K ﹤0.01%
14,790
-135
3012
$97K ﹤0.01%
12,249
-1,555
3013
$97K ﹤0.01%
26,750
+6,500
3014
$97K ﹤0.01%
2,389
-3,617
3015
$97K ﹤0.01%
22,320
+1,000
3016
$96K ﹤0.01%
11,146
+284
3017
$96K ﹤0.01%
877
+262
3018
$95K ﹤0.01%
13
3019
$95K ﹤0.01%
+470
3020
$94K ﹤0.01%
575
+77
3021
$94K ﹤0.01%
5,772
-3,322
3022
$93K ﹤0.01%
45,228
+2,500
3023
$93K ﹤0.01%
1,609
+725
3024
$92K ﹤0.01%
29,186
+7,318
3025
$92K ﹤0.01%
+11,319
119 120
121
122 123