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
1551
$1.04M ﹤0.01%
18,947
-11
1552
$1.04M ﹤0.01%
14,549
+2,206
1553
$1.04M ﹤0.01%
28,826
-487
1554
$1.03M ﹤0.01%
39,193
-2,750
1555
$1.03M ﹤0.01%
15,050
-7,764
1556
$1.03M ﹤0.01%
31,013
+203
1557
$1.03M ﹤0.01%
51,658
-1,560
1558
$1.03M ﹤0.01%
+41,533
1559
$1.03M ﹤0.01%
10,292
+106
1560
$1.03M ﹤0.01%
31,789
+22,658
1561
$1.02M ﹤0.01%
73,950
+244
1562
$1.02M ﹤0.01%
27,200
-257
1563
$1.02M ﹤0.01%
22,192
+15,047
1564
$1.02M ﹤0.01%
9,079
-2,993
1565
$1.02M ﹤0.01%
12,292
-427
1566
$1.02M ﹤0.01%
31,302
+3,250
1567
$1.01M ﹤0.01%
4,085
-5,999
1568
$1.01M ﹤0.01%
39,871
-1,975
1569
$1.01M ﹤0.01%
88,964
+461
1570
$1.01M ﹤0.01%
41,167
+2,452
1571
$1.01M ﹤0.01%
24,695
1572
$1M ﹤0.01%
29,619
+5,098
1573
$1M ﹤0.01%
26,679
+2,342
1574
$1M ﹤0.01%
7,642
-491
1575
$996K ﹤0.01%
8,978
+1,262
61 62
63
64 65