Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$52.6M
2
+$42.2M
3
+$41.4M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$38.7M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$34M

Top Sells

1
+$43.9M
2
+$40.4M
3
+$40M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$34.7M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$21.9M

Sector Composition

1 Technology 9.85%
2 Financials 4.83%
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
1926
$620K ﹤0.01%
9,786
+847
1927
$618K ﹤0.01%
17,102
-4,546
1928
$618K ﹤0.01%
69,614
-12,903
1929
$618K ﹤0.01%
3,286
-2,194
1930
$616K ﹤0.01%
15,252
+4,749
1931
$613K ﹤0.01%
25,826
+777
1932
$613K ﹤0.01%
14,724
-83
1933
$613K ﹤0.01%
+20,024
1934
$612K ﹤0.01%
8,004
-928
1935
$611K ﹤0.01%
15,360
-4,703
1936
$611K ﹤0.01%
+54,855
1937
$611K ﹤0.01%
16,403
-1,446
1938
$610K ﹤0.01%
+51,823
1939
$607K ﹤0.01%
462
-17
1940
$607K ﹤0.01%
1,113
-4
1941
$606K ﹤0.01%
17,553
+1,138
1942
$606K ﹤0.01%
2,082
-1,046
1943
$606K ﹤0.01%
26,714
-1,559
1944
$606K ﹤0.01%
46,051
+15,787
1945
$606K ﹤0.01%
+23,518
1946
$605K ﹤0.01%
16,223
+151
1947
$605K ﹤0.01%
15,017
+18
1948
$604K ﹤0.01%
+7,357
1949
$604K ﹤0.01%
58,243
+48,000
1950
$604K ﹤0.01%
39,911
+10,626
76 77
78
79 80