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
1651
$900K ﹤0.01%
17,634
-3,389
1652
$899K ﹤0.01%
127,657
-480
1653
$899K ﹤0.01%
+33,144
1654
$898K ﹤0.01%
28,233
-1,637
1655
$897K ﹤0.01%
6,555
-433
1656
$897K ﹤0.01%
19,492
+1,234
1657
$894K ﹤0.01%
13,029
-188
1658
$891K ﹤0.01%
34,452
+1,921
1659
$891K ﹤0.01%
9,170
+1
1660
$889K ﹤0.01%
8,615
-3,995
1661
$888K ﹤0.01%
9,706
-2,661
1662
$888K ﹤0.01%
6,759
+2,400
1663
$887K ﹤0.01%
16,194
-705
1664
$886K ﹤0.01%
32,198
-509
1665
$884K ﹤0.01%
38,827
-14,018
1666
$881K ﹤0.01%
26,899
-19,005
1667
$878K ﹤0.01%
136,265
+7,504
1668
$877K ﹤0.01%
7,432
+219
1669
$875K ﹤0.01%
+45,364
1670
$874K ﹤0.01%
+89,800
1671
$874K ﹤0.01%
32,253
-7,107
1672
$872K ﹤0.01%
14,852
-17,659
1673
$871K ﹤0.01%
34,049
-6,323
1674
$870K ﹤0.01%
8,024
+118
1675
$868K ﹤0.01%
46,104
+30,762
65 66
67
68 69