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
2051
$529K ﹤0.01%
10,744
+1,881
2052
$529K ﹤0.01%
20,285
+4,359
2053
$528K ﹤0.01%
17,825
+7
2054
$528K ﹤0.01%
39,772
-7,115
2055
$528K ﹤0.01%
14,445
-210
2056
$528K ﹤0.01%
6,170
-671
2057
$528K ﹤0.01%
19,700
+2,075
2058
$527K ﹤0.01%
6,485
+2,624
2059
$527K ﹤0.01%
12,835
-102
2060
$527K ﹤0.01%
44,602
+8,573
2061
$525K ﹤0.01%
+9,710
2062
$524K ﹤0.01%
17,008
-226
2063
$524K ﹤0.01%
24,019
-11
2064
$523K ﹤0.01%
145,346
+32,453
2065
$522K ﹤0.01%
15,558
-21,801
2066
$521K ﹤0.01%
1,606
-2
2067
$520K ﹤0.01%
23,636
-38,640
2068
$519K ﹤0.01%
9,425
+2,858
2069
$518K ﹤0.01%
23,621
+2,911
2070
$518K ﹤0.01%
16,230
+7,142
2071
$517K ﹤0.01%
61,429
+5,434
2072
$517K ﹤0.01%
9,941
-19,283
2073
$517K ﹤0.01%
12,161
-6,588
2074
$517K ﹤0.01%
52,081
+3,531
2075
$517K ﹤0.01%
15,961
-1,075
81 82
83
84 85