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
1876
$664K ﹤0.01%
16,517
+6,330
1877
$664K ﹤0.01%
55,494
-3,089
1878
$664K ﹤0.01%
19,303
-3,286
1879
$663K ﹤0.01%
13,011
+14
1880
$662K ﹤0.01%
21,680
-9,774
1881
$660K ﹤0.01%
22,730
-250
1882
$659K ﹤0.01%
10,730
-45,122
1883
$658K ﹤0.01%
22,483
-323
1884
$658K ﹤0.01%
14,964
+832
1885
$657K ﹤0.01%
65,585
+8,598
1886
$657K ﹤0.01%
52,536
+27,329
1887
$657K ﹤0.01%
23,413
+416
1888
$656K ﹤0.01%
42,274
+10,029
1889
$656K ﹤0.01%
17,446
+1,420
1890
$655K ﹤0.01%
+25,107
1891
$655K ﹤0.01%
21,002
-69,210
1892
$655K ﹤0.01%
40,695
+676
1893
$654K ﹤0.01%
+23,256
1894
$653K ﹤0.01%
50,801
+20,505
1895
$652K ﹤0.01%
20,850
+5,435
1896
$652K ﹤0.01%
10,450
-14
1897
$652K ﹤0.01%
2,680
+195
1898
$651K ﹤0.01%
13,472
-2,614
1899
$651K ﹤0.01%
5,607
+1,146
1900
$651K ﹤0.01%
119,311
-8,590
74 75
76
77 78