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
1951
$603K ﹤0.01%
9,093
+2,014
1952
$603K ﹤0.01%
10,057
-168
1953
$603K ﹤0.01%
+25,916
1954
$599K ﹤0.01%
5,598
-1,690
1955
$597K ﹤0.01%
11,298
+178
1956
$597K ﹤0.01%
1,980
-87
1957
$597K ﹤0.01%
+14,013
1958
$597K ﹤0.01%
7,536
+328
1959
$596K ﹤0.01%
8,978
+110
1960
$596K ﹤0.01%
39,005
-25,240
1961
$596K ﹤0.01%
78,787
-3,068
1962
$596K ﹤0.01%
4,951
-1,884
1963
$595K ﹤0.01%
7,882
+3,728
1964
$594K ﹤0.01%
20,916
-8,020
1965
$592K ﹤0.01%
6,416
-528
1966
$591K ﹤0.01%
73,923
+37,229
1967
$591K ﹤0.01%
49,103
-24,050
1968
$590K ﹤0.01%
3,425
+620
1969
$590K ﹤0.01%
9,505
+3,179
1970
$590K ﹤0.01%
21,447
+3,943
1971
$590K ﹤0.01%
15,893
-144
1972
$589K ﹤0.01%
9,534
-69
1973
$587K ﹤0.01%
1,043
-259
1974
$587K ﹤0.01%
6,739
-1,805
1975
$586K ﹤0.01%
34,407
-2,122
77 78
79
80 81