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
3076
$48K ﹤0.01%
+2,173
3077
$48K ﹤0.01%
3,039
+350
3078
$48K ﹤0.01%
20,880
3079
$46K ﹤0.01%
5,500
3080
$44K ﹤0.01%
15,953
+1,093
3081
$43K ﹤0.01%
+265
3082
$43K ﹤0.01%
+4,012
3083
$43K ﹤0.01%
+10,370
3084
$42K ﹤0.01%
+145
3085
$42K ﹤0.01%
14,400
3086
$41K ﹤0.01%
14,231
3087
$41K ﹤0.01%
12,148
+39
3088
$40K ﹤0.01%
2,481
-1,383
3089
$40K ﹤0.01%
20,000
-2
3090
$39K ﹤0.01%
16,180
3091
$38K ﹤0.01%
5,651
+451
3092
$38K ﹤0.01%
69
-2
3093
$37K ﹤0.01%
919
-7
3094
$36K ﹤0.01%
2,479
-1,071
3095
$34K ﹤0.01%
17,327
+418
3096
$34K ﹤0.01%
11,313
3097
$33K ﹤0.01%
10,223
+5
3098
$33K ﹤0.01%
+10,857
3099
$33K ﹤0.01%
1,489
3100
$32K ﹤0.01%
+10,500
122 123
124
125 126