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
3051
$69K ﹤0.01%
+13,583
3052
$69K ﹤0.01%
31,741
-425
3053
$68K ﹤0.01%
+29,881
3054
$67K ﹤0.01%
+11,147
3055
$67K ﹤0.01%
70,000
+43,000
3056
$66K ﹤0.01%
1,376
-958
3057
$66K ﹤0.01%
2,892
-335
3058
$65K ﹤0.01%
26
-2
3059
$64K ﹤0.01%
21,000
3060
$64K ﹤0.01%
16,800
-8,250
3061
$60K ﹤0.01%
26,000
-5,900
3062
$57K ﹤0.01%
4,765
-341
3063
$57K ﹤0.01%
22,096
+9,558
3064
$55K ﹤0.01%
1,855
-175
3065
$55K ﹤0.01%
+551
3066
$54K ﹤0.01%
737
+107
3067
$53K ﹤0.01%
11,041
+300
3068
$53K ﹤0.01%
15,000
+1,000
3069
$53K ﹤0.01%
16,036
+1,300
3070
$53K ﹤0.01%
3,533
-68
3071
$52K ﹤0.01%
+1,062
3072
$51K ﹤0.01%
11,916
+728
3073
$49K ﹤0.01%
11,893
+835
3074
$49K ﹤0.01%
+467
3075
$48K ﹤0.01%
+518
121 122
123
124 125