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
1901
$650K ﹤0.01%
8,434
-3,191
1902
$650K ﹤0.01%
40,187
+18,729
1903
$649K ﹤0.01%
28,344
+1,719
1904
$647K ﹤0.01%
18,516
1905
$647K ﹤0.01%
17,651
+52
1906
$646K ﹤0.01%
12,145
+5,053
1907
$645K ﹤0.01%
18,671
1908
$644K ﹤0.01%
9,491
-1,247
1909
$643K ﹤0.01%
35,461
-3,992
1910
$643K ﹤0.01%
12,890
+491
1911
$641K ﹤0.01%
27,563
-459
1912
$641K ﹤0.01%
+45,035
1913
$636K ﹤0.01%
12,952
-1,132
1914
$636K ﹤0.01%
10,957
-122
1915
$634K ﹤0.01%
83,269
+57,880
1916
$631K ﹤0.01%
45,785
-7,234
1917
$629K ﹤0.01%
12,682
-1,232
1918
$628K ﹤0.01%
5,264
-885
1919
$627K ﹤0.01%
23,730
-837
1920
$625K ﹤0.01%
5,944
1921
$624K ﹤0.01%
20,545
-19,559
1922
$623K ﹤0.01%
19,052
-2,528
1923
$621K ﹤0.01%
20,041
1924
$621K ﹤0.01%
14,299
+609
1925
$621K ﹤0.01%
4,423
+840
75 76
77
78 79