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
1976
$585K ﹤0.01%
+13,094
1977
$585K ﹤0.01%
50,898
+4,121
1978
$585K ﹤0.01%
5,132
+61
1979
$584K ﹤0.01%
8,872
-6,242
1980
$584K ﹤0.01%
67,303
-1,067
1981
$583K ﹤0.01%
3,744
-1,226
1982
$583K ﹤0.01%
31,243
+91
1983
$583K ﹤0.01%
6,977
-4,317
1984
$582K ﹤0.01%
12,966
+1,801
1985
$582K ﹤0.01%
3,317
-4
1986
$581K ﹤0.01%
55,733
-5,631
1987
$580K ﹤0.01%
+21,900
1988
$579K ﹤0.01%
10,577
+1,523
1989
$579K ﹤0.01%
32,956
+816
1990
$575K ﹤0.01%
12,901
+710
1991
$574K ﹤0.01%
20,564
+1,476
1992
$573K ﹤0.01%
4,306
+376
1993
$573K ﹤0.01%
20,178
+733
1994
$572K ﹤0.01%
7,518
-5,588
1995
$572K ﹤0.01%
4,745
+182
1996
$571K ﹤0.01%
7,031
+351
1997
$569K ﹤0.01%
9,159
-54,552
1998
$569K ﹤0.01%
13,939
+1,140
1999
$568K ﹤0.01%
1,915
-1,045
2000
$568K ﹤0.01%
8,793
-498
78 79
80
81 82