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
1701
$833K ﹤0.01%
13,269
+1,048
1702
$833K ﹤0.01%
11,907
-982
1703
$831K ﹤0.01%
24,480
-2,295
1704
$829K ﹤0.01%
1,745
-1,346
1705
$824K ﹤0.01%
41,895
+1,368
1706
$822K ﹤0.01%
81,140
-10,656
1707
$821K ﹤0.01%
83,553
+244
1708
$819K ﹤0.01%
8,350
+1,000
1709
$818K ﹤0.01%
6,888
-29
1710
$818K ﹤0.01%
30,837
-8,075
1711
$817K ﹤0.01%
23,035
+2,915
1712
$816K ﹤0.01%
10,654
+822
1713
$815K ﹤0.01%
44,368
-1,221
1714
$815K ﹤0.01%
25,900
-968
1715
$814K ﹤0.01%
26,807
+6,238
1716
$814K ﹤0.01%
7,704
+1,450
1717
$814K ﹤0.01%
29,341
-53,253
1718
$813K ﹤0.01%
12,371
-10,921
1719
$812K ﹤0.01%
14,403
-4,136
1720
$812K ﹤0.01%
8,444
-611
1721
$812K ﹤0.01%
21,437
+3,263
1722
$812K ﹤0.01%
16,440
-15,825
1723
$810K ﹤0.01%
45,218
+17,143
1724
$808K ﹤0.01%
+40,265
1725
$807K ﹤0.01%
13,260
+2,574
67 68
69
70 71