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
1826
$710K ﹤0.01%
2,202
-549
1827
$708K ﹤0.01%
24,979
-434
1828
$707K ﹤0.01%
8,876
+798
1829
$707K ﹤0.01%
19,582
+7,918
1830
$706K ﹤0.01%
14,076
+2,117
1831
$706K ﹤0.01%
11,307
+1,236
1832
$706K ﹤0.01%
13,997
+2,677
1833
$705K ﹤0.01%
43,519
+1,315
1834
$704K ﹤0.01%
15,796
-2,859
1835
$704K ﹤0.01%
13,803
+4,205
1836
$704K ﹤0.01%
25,901
+6,677
1837
$704K ﹤0.01%
5,109
-588
1838
$703K ﹤0.01%
26,049
-10,133
1839
$703K ﹤0.01%
14,466
-17,299
1840
$703K ﹤0.01%
12,845
-997
1841
$703K ﹤0.01%
8,222
-632
1842
$701K ﹤0.01%
34,403
+184
1843
$698K ﹤0.01%
13,193
-4,855
1844
$698K ﹤0.01%
17,270
+1,591
1845
$697K ﹤0.01%
19,109
+559
1846
$696K ﹤0.01%
14,708
-500
1847
$695K ﹤0.01%
11,011
+37
1848
$694K ﹤0.01%
27,843
-1,716
1849
$691K ﹤0.01%
1,778
+696
1850
$691K ﹤0.01%
4,687
-817
72 73
74
75 76