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
1851
$690K ﹤0.01%
49,777
+934
1852
$690K ﹤0.01%
99,531
+23,359
1853
$690K ﹤0.01%
14,914
+3,083
1854
$686K ﹤0.01%
47,687
+405
1855
$686K ﹤0.01%
9,464
-1,086
1856
$685K ﹤0.01%
13,702
-891
1857
$685K ﹤0.01%
25,520
1858
$684K ﹤0.01%
12,715
-15,130
1859
$683K ﹤0.01%
18,769
-1,228
1860
$682K ﹤0.01%
+22,460
1861
$681K ﹤0.01%
23,890
+5,454
1862
$681K ﹤0.01%
26,743
-5,450
1863
$679K ﹤0.01%
19,910
-2,261
1864
$678K ﹤0.01%
11,357
+4,999
1865
$676K ﹤0.01%
30,760
+804
1866
$673K ﹤0.01%
53,543
+7,001
1867
$673K ﹤0.01%
+6,639
1868
$673K ﹤0.01%
140,129
+16,550
1869
$673K ﹤0.01%
7,552
-3,680
1870
$672K ﹤0.01%
74,587
+941
1871
$671K ﹤0.01%
20,069
-500
1872
$667K ﹤0.01%
19,156
+151
1873
$667K ﹤0.01%
25,715
-5,409
1874
$666K ﹤0.01%
6,071
-1,462
1875
$666K ﹤0.01%
19,749
+187
73 74
75
76 77