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
1601
$957K ﹤0.01%
4,753
+598
1602
$957K ﹤0.01%
39,848
-6,866
1603
$955K ﹤0.01%
16,921
-811
1604
$952K ﹤0.01%
13,567
+9,987
1605
$950K ﹤0.01%
3,117
-166
1606
$948K ﹤0.01%
36,412
+3,686
1607
$948K ﹤0.01%
+14,447
1608
$947K ﹤0.01%
15,527
-895
1609
$945K ﹤0.01%
58,863
-3,100
1610
$945K ﹤0.01%
9,604
+4,989
1611
$945K ﹤0.01%
65,871
+14,359
1612
$941K ﹤0.01%
1,858
-52
1613
$941K ﹤0.01%
17,061
-85
1614
$940K ﹤0.01%
19,672
+2,228
1615
$939K ﹤0.01%
15,286
-202
1616
$937K ﹤0.01%
41,014
+3,453
1617
$937K ﹤0.01%
30,999
-588
1618
$937K ﹤0.01%
30,590
-560
1619
$935K ﹤0.01%
3,116
+908
1620
$935K ﹤0.01%
12,303
-14,082
1621
$934K ﹤0.01%
25,970
+1,216
1622
$931K ﹤0.01%
16,057
-975
1623
$929K ﹤0.01%
66,610
-3,350
1624
$929K ﹤0.01%
15,974
-894
1625
$928K ﹤0.01%
16,949
+1,567
63 64
65
66 67