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
1626
$926K ﹤0.01%
27,907
+3,691
1627
$926K ﹤0.01%
29,377
-566
1628
$925K ﹤0.01%
37,587
-27,728
1629
$924K ﹤0.01%
+24,558
1630
$922K ﹤0.01%
76,876
-11,013
1631
$922K ﹤0.01%
37,552
+7,601
1632
$921K ﹤0.01%
38,762
+6,323
1633
$921K ﹤0.01%
25,306
+2,879
1634
$917K ﹤0.01%
6,379
-5
1635
$917K ﹤0.01%
35,460
-1,438
1636
$914K ﹤0.01%
29,403
+10,672
1637
$913K ﹤0.01%
18,677
-6,138
1638
$912K ﹤0.01%
25,110
-1,600
1639
$911K ﹤0.01%
21,361
+1,008
1640
$910K ﹤0.01%
35,917
1641
$909K ﹤0.01%
27,841
-1,050
1642
$909K ﹤0.01%
34,630
-28,185
1643
$908K ﹤0.01%
40,055
+5,278
1644
$907K ﹤0.01%
41,701
-19,138
1645
$907K ﹤0.01%
+42,968
1646
$907K ﹤0.01%
21,843
+528
1647
$906K ﹤0.01%
9,098
-953
1648
$904K ﹤0.01%
20,468
+1,845
1649
$904K ﹤0.01%
262,841
-5,148
1650
$903K ﹤0.01%
68,305
+13,858
64 65
66
67 68