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
1676
$866K ﹤0.01%
41,423
+2,274
1677
$865K ﹤0.01%
9,639
-1,174
1678
$865K ﹤0.01%
5,761
-67
1679
$861K ﹤0.01%
4,685
+110
1680
$860K ﹤0.01%
57,508
+2,320
1681
$859K ﹤0.01%
25,090
+11,652
1682
$857K ﹤0.01%
14,810
-1,606
1683
$852K ﹤0.01%
22,282
-377
1684
$851K ﹤0.01%
60,346
+7,137
1685
$851K ﹤0.01%
2,609
+56
1686
$848K ﹤0.01%
14,590
+289
1687
$848K ﹤0.01%
38,756
-4,419
1688
$847K ﹤0.01%
16,719
-2,367
1689
$847K ﹤0.01%
2,635
+117
1690
$846K ﹤0.01%
7,628
-1,146
1691
$845K ﹤0.01%
55,417
-788
1692
$845K ﹤0.01%
43,817
-7,527
1693
$845K ﹤0.01%
53,586
1694
$844K ﹤0.01%
22,864
-643
1695
$840K ﹤0.01%
18,944
+871
1696
$838K ﹤0.01%
33,169
+9,998
1697
$838K ﹤0.01%
51,058
+6,971
1698
$838K ﹤0.01%
33,156
+16,134
1699
$837K ﹤0.01%
12,859
-207
1700
$836K ﹤0.01%
19,578
-2,219
66 67
68
69 70