Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$52.6M
2
+$42.2M
3
+$41.4M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$38.7M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$34M

Top Sells

1
+$43.9M
2
+$40.4M
3
+$40M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$34.7M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$21.9M

Sector Composition

1 Technology 9.85%
2 Financials 4.83%
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
3226
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3227
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3228
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3229
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3230
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3232
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3233
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3234
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3235
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3236
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-83,006
3237
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-58,575
3238
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-15,500
3239
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3240
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3241
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3242
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3243
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3244
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3245
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3246
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-8,968
3247
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-10,657
3248
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-1,296
3249
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-3,526
3250
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-7,480
128 129
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