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
3026
$89K ﹤0.01%
20,610
+1,524
3027
$89K ﹤0.01%
11,483
+1,129
3028
$89K ﹤0.01%
11,196
-1,408
3029
$89K ﹤0.01%
10,273
-1,324
3030
$89K ﹤0.01%
35,791
+9,120
3031
$88K ﹤0.01%
16,071
3032
$87K ﹤0.01%
58,400
+9,000
3033
$86K ﹤0.01%
5,070
-161
3034
$86K ﹤0.01%
34
+4
3035
$84K ﹤0.01%
15,926
+323
3036
$84K ﹤0.01%
99,761
+70,000
3037
$84K ﹤0.01%
41,540
-7,350
3038
$83K ﹤0.01%
12,430
-1,800
3039
$83K ﹤0.01%
14,107
-661
3040
$83K ﹤0.01%
36,450
+21,790
3041
$82K ﹤0.01%
+3,550
3042
$81K ﹤0.01%
1,140
+125
3043
$79K ﹤0.01%
+628
3044
$77K ﹤0.01%
+12,184
3045
$76K ﹤0.01%
+10,400
3046
$75K ﹤0.01%
7,435
-3,387
3047
$72K ﹤0.01%
6
3048
$71K ﹤0.01%
98
3049
$70K ﹤0.01%
15,316
+1,500
3050
$70K ﹤0.01%
2,851
-900
120 121
122
123 124