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
1801
$742K ﹤0.01%
32,200
-1,588
1802
$742K ﹤0.01%
+18,420
1803
$742K ﹤0.01%
7,927
-80
1804
$741K ﹤0.01%
23,408
-711
1805
$741K ﹤0.01%
+27,074
1806
$740K ﹤0.01%
23,841
+487
1807
$740K ﹤0.01%
3,050
+414
1808
$736K ﹤0.01%
16,694
-426
1809
$735K ﹤0.01%
14,227
+872
1810
$729K ﹤0.01%
26,908
+19,446
1811
$726K ﹤0.01%
21,060
-3,196
1812
$725K ﹤0.01%
16,967
-11,396
1813
$724K ﹤0.01%
25,891
-135,108
1814
$722K ﹤0.01%
+25,023
1815
$721K ﹤0.01%
25,301
+18,050
1816
$717K ﹤0.01%
31,556
+2,133
1817
$717K ﹤0.01%
33,176
+450
1818
$716K ﹤0.01%
23,600
+14,585
1819
$715K ﹤0.01%
29,621
+606
1820
$715K ﹤0.01%
22,080
1821
$714K ﹤0.01%
+30,177
1822
$714K ﹤0.01%
22,189
-1,232
1823
$713K ﹤0.01%
41,379
-1,708
1824
$712K ﹤0.01%
78,788
-14,054
1825
$710K ﹤0.01%
2,350
+861
71 72
73
74 75