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
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
3351
– –
-14,905
3352
– –
-10,060
3353
– –
-2,776
3354
– –
-7,640
3355
– –
-3,740
3356
– –
-2,455
3357
– –
-12,750
3358
– –
-4,697
3359
– –
-1,210
3360
– –
-2,921
3361
– –
-12,219
3362
– –
-13,345
3363
– –
-13,332
3364
– –
-1,838
3365
– –
-8,372
3366
– –
-1,011
3367
– –
-510
3368
– –
-6,405
3369
– –
-8,030
3370
– –
-14,374
3371
– –
-6,308
3372
– –
-15,470
3373
– –
-4,133
3374
– –
-1,929
131 132 133 134
135