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
3226
– –
-3,992
3227
– –
-7,924
3228
– –
-17,000
3229
– –
-1,952
3230
– –
-10,816
3231
– –
-15,125
3232
– –
-12,000
3233
– –
-32,663
3234
– –
-83,006
3235
– –
-58,575
3236
– –
-15,500
3237
– –
-32,226
3238
– –
-11,288
3239
– –
-71,009
3240
– –
-12,568
3241
– –
-42,863
3242
– –
-14,171
3243
– –
-12,957
3244
– –
-60,120
3245
– –
-8,968
3246
– –
-38,818
3247
– –
-1,230
3248
– –
-441
3249
– –
-11,280
3250
– –
-1,903
128 129
130
131 132