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
1751
$789K ﹤0.01%
13,924
+8,280
1752
$788K ﹤0.01%
17,996
+1,007
1753
$788K ﹤0.01%
13,932
-550
1754
$787K ﹤0.01%
12,773
-1,300
1755
$787K ﹤0.01%
3,982
+407
1756
$787K ﹤0.01%
62,543
-7,557
1757
$785K ﹤0.01%
27,584
-2,999
1758
$784K ﹤0.01%
8,367
+137
1759
$783K ﹤0.01%
21,178
+6,526
1760
$781K ﹤0.01%
2,261
+450
1761
$779K ﹤0.01%
68,760
+4,079
1762
$779K ﹤0.01%
14,122
+2,099
1763
$779K ﹤0.01%
12,984
-3,765
1764
$778K ﹤0.01%
21,370
-95
1765
$777K ﹤0.01%
78,841
+29,826
1766
$777K ﹤0.01%
49,499
-1,075
1767
$777K ﹤0.01%
2,330
-355
1768
$775K ﹤0.01%
34,272
+5,379
1769
$773K ﹤0.01%
24,636
-2,344
1770
$773K ﹤0.01%
46,118
+322
1771
$772K ﹤0.01%
86,599
+33,215
1772
$770K ﹤0.01%
+38,567
1773
$769K ﹤0.01%
46,301
+4,210
1774
$767K ﹤0.01%
5,844
+574
1775
$766K ﹤0.01%
8,134
+3,066
69 70
71
72 73