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
1726
$807K ﹤0.01%
+11,877
1727
$805K ﹤0.01%
14,426
-1,198
1728
$804K ﹤0.01%
5,627
+360
1729
$804K ﹤0.01%
26,122
-469
1730
$804K ﹤0.01%
9,692
-6,215
1731
$804K ﹤0.01%
29,465
-2,519
1732
$803K ﹤0.01%
1,952
+209
1733
$802K ﹤0.01%
7,100
-1,074
1734
$801K ﹤0.01%
+54,116
1735
$801K ﹤0.01%
60,766
-4,386
1736
$800K ﹤0.01%
35,144
-8,249
1737
$799K ﹤0.01%
52,471
+248
1738
$797K ﹤0.01%
15,240
+3,643
1739
$797K ﹤0.01%
27,579
-12,557
1740
$796K ﹤0.01%
35,926
+3,926
1741
$795K ﹤0.01%
20,336
-222
1742
$795K ﹤0.01%
5,263
-3,830
1743
$795K ﹤0.01%
32,066
+882
1744
$793K ﹤0.01%
23,612
+2,142
1745
$792K ﹤0.01%
2,231
+54
1746
$791K ﹤0.01%
46,308
+691
1747
$791K ﹤0.01%
33,957
+802
1748
$791K ﹤0.01%
17,811
+679
1749
$790K ﹤0.01%
8,439
+309
1750
$790K ﹤0.01%
9,474
+2,858
68 69
70
71 72