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
1776
$765K ﹤0.01%
60,471
-980
1777
$765K ﹤0.01%
14,629
-98
1778
$765K ﹤0.01%
21,660
+11,891
1779
$764K ﹤0.01%
35,119
+22,853
1780
$763K ﹤0.01%
14,058
+551
1781
$763K ﹤0.01%
59,159
-12,257
1782
$761K ﹤0.01%
29,093
+7,737
1783
$760K ﹤0.01%
16,197
+3,049
1784
$759K ﹤0.01%
25,665
-1,408
1785
$758K ﹤0.01%
28,392
+7,919
1786
$758K ﹤0.01%
6,519
-500
1787
$755K ﹤0.01%
93,005
+48,103
1788
$754K ﹤0.01%
29,217
+2,803
1789
$752K ﹤0.01%
10,303
-902
1790
$751K ﹤0.01%
21,824
-11,098
1791
$749K ﹤0.01%
31,892
-8,562
1792
$749K ﹤0.01%
46,108
+1,607
1793
$748K ﹤0.01%
23,322
1794
$748K ﹤0.01%
12,876
+97
1795
$746K ﹤0.01%
41,303
+3,312
1796
$746K ﹤0.01%
15,260
-873
1797
$744K ﹤0.01%
10,605
+64
1798
$744K ﹤0.01%
33,664
+7,694
1799
$744K ﹤0.01%
66,910
-2,514
1800
$743K ﹤0.01%
11,655
-41,239
70 71
72
73 74