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
3101
$31K ﹤0.01%
11,231
+200
3102
$31K ﹤0.01%
1,403
-498
3103
$31K ﹤0.01%
19
+1
3104
$29K ﹤0.01%
15,166
-1,666
3105
$27K ﹤0.01%
17,578
-77,468
3106
$26K ﹤0.01%
+10,370
3107
$26K ﹤0.01%
154
+54
3108
$24K ﹤0.01%
45,000
+16,500
3109
$24K ﹤0.01%
1,524
-4
3110
$23K ﹤0.01%
13,019
-550
3111
$22K ﹤0.01%
48,500
+500
3112
$22K ﹤0.01%
+462
3113
$22K ﹤0.01%
70,246
+10,211
3114
$21K ﹤0.01%
641
+75
3115
$18K ﹤0.01%
+60
3116
$17K ﹤0.01%
15,499
3117
$17K ﹤0.01%
+14
3118
– –
0
3119
$16K ﹤0.01%
68
3120
$16K ﹤0.01%
+45
3121
$16K ﹤0.01%
+845
3122
$16K ﹤0.01%
10,000
3123
$16K ﹤0.01%
+12,172
3124
$14K ﹤0.01%
33,100
3125
$14K ﹤0.01%
6
123 124
125
126 127