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
1526
$1.08M 0.01%
5,148
+1,974
1527
$1.08M ﹤0.01%
5,863
-561
1528
$1.08M ﹤0.01%
97,469
+2,198
1529
$1.07M ﹤0.01%
33,308
+14,595
1530
$1.07M ﹤0.01%
22,785
-519
1531
$1.07M ﹤0.01%
23,751
-4,359
1532
$1.07M ﹤0.01%
5,322
-82
1533
$1.07M ﹤0.01%
7,692
-1,998
1534
$1.07M ﹤0.01%
60,697
+6,355
1535
$1.07M ﹤0.01%
16,570
-2,063
1536
$1.06M ﹤0.01%
98,761
-18,197
1537
$1.06M ﹤0.01%
14,441
+2,609
1538
$1.06M ﹤0.01%
20,788
-8,159
1539
$1.06M ﹤0.01%
16,168
+341
1540
$1.06M ﹤0.01%
19,184
-592
1541
$1.06M ﹤0.01%
36,872
+4,049
1542
$1.05M ﹤0.01%
71,159
+25,296
1543
$1.05M ﹤0.01%
16,501
+95
1544
$1.05M ﹤0.01%
23,798
-34,676
1545
$1.05M ﹤0.01%
23,071
+2,868
1546
$1.05M ﹤0.01%
13,181
-1,573
1547
$1.05M ﹤0.01%
31,987
-1,400
1548
$1.05M ﹤0.01%
12,022
-482
1549
$1.04M ﹤0.01%
31,523
-936
1550
$1.04M ﹤0.01%
90,350
+5,669
60 61
62
63 64