Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
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
State Street Technology Select Sector SPDR ETF
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
3301
– –
-21,411
3302
– –
-5,569
3303
– –
-11,262
3304
– –
-8,750
3305
– –
-15,692
3306
– –
-25,793
3307
– –
-2,860
3308
– –
-5,363
3309
– –
-10,403
3310
– –
-54,548
3311
– –
-3,141
3312
– –
-1,856
3313
– –
-10,479
3314
– –
-8,732
3315
– –
-138,899
3316
– –
-10,311
3317
– –
-11,389
3318
– –
-4,758
3319
– –
-7,415
3320
– –
-66,979
3321
– –
-5,389
3322
– –
-15,166
3323
– –
-1,066
3324
– –
-6,655
3325
– –
-3,306
131 132
133
134 135