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
2076
$516K ﹤0.01%
56,596
+6,274
2077
$515K ﹤0.01%
12,925
+1,271
2078
$515K ﹤0.01%
20,521
+1,430
2079
$514K ﹤0.01%
8,518
+2,345
2080
$514K ﹤0.01%
5,780
+848
2081
$514K ﹤0.01%
+3,703
2082
$512K ﹤0.01%
2,184
+328
2083
$511K ﹤0.01%
+18,769
2084
$509K ﹤0.01%
17,631
-352
2085
$508K ﹤0.01%
10,930
-23,492
2086
$508K ﹤0.01%
29,350
+1,083
2087
$507K ﹤0.01%
18,385
+5,021
2088
$506K ﹤0.01%
6,077
-139
2089
$505K ﹤0.01%
24,628
-600
2090
$504K ﹤0.01%
12,773
+1,094
2091
$503K ﹤0.01%
13,129
-414
2092
$502K ﹤0.01%
20,335
-3,217
2093
$499K ﹤0.01%
1,658
-97
2094
$499K ﹤0.01%
10,772
-1,903
2095
$497K ﹤0.01%
9,880
+3,185
2096
$497K ﹤0.01%
2,378
+199
2097
$496K ﹤0.01%
5,060
-515
2098
$496K ﹤0.01%
9,547
+160
2099
$495K ﹤0.01%
12,557
+220
2100
$494K ﹤0.01%
5,526
+3,187
82 83
84
85 86