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
1576
$995K ﹤0.01%
29,595
-13,474
1577
$994K ﹤0.01%
100,000
1578
$993K ﹤0.01%
29,211
+13,648
1579
$992K ﹤0.01%
87,728
+3,393
1580
$992K ﹤0.01%
25,288
+3,747
1581
$992K ﹤0.01%
37,907
+16,385
1582
$990K ﹤0.01%
49,458
+7,118
1583
$989K ﹤0.01%
18,898
-515
1584
$989K ﹤0.01%
12,586
+1,212
1585
$988K ﹤0.01%
19,798
-1,967
1586
$986K ﹤0.01%
24,999
+1,460
1587
$984K ﹤0.01%
18,373
-447
1588
$984K ﹤0.01%
21,183
+636
1589
$982K ﹤0.01%
66,928
-4,877
1590
$982K ﹤0.01%
11,471
+1,694
1591
$981K ﹤0.01%
58,797
+846
1592
$980K ﹤0.01%
45,968
+2,533
1593
$979K ﹤0.01%
37,010
-1,314
1594
$979K ﹤0.01%
28,458
+11,800
1595
$978K ﹤0.01%
+10,615
1596
$975K ﹤0.01%
24,066
+5,365
1597
$973K ﹤0.01%
31,076
+22,696
1598
$966K ﹤0.01%
+64,128
1599
$961K ﹤0.01%
+5,785
1600
$960K ﹤0.01%
17,041
+1,287
62 63
64
65 66