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
2101
$493K ﹤0.01%
11,909
-1,287
2102
$493K ﹤0.01%
8,038
+214
2103
$493K ﹤0.01%
14,062
+1,540
2104
$492K ﹤0.01%
20,960
+1,876
2105
$491K ﹤0.01%
9,886
-151
2106
$491K ﹤0.01%
+16,930
2107
$491K ﹤0.01%
13,213
-7,705
2108
$491K ﹤0.01%
4,419
2109
$490K ﹤0.01%
14,280
-63,053
2110
$489K ﹤0.01%
19,730
+3,495
2111
$489K ﹤0.01%
21,917
-10,520
2112
$488K ﹤0.01%
8,019
-502
2113
$488K ﹤0.01%
2,907
+25
2114
$487K ﹤0.01%
9,684
+1,873
2115
$487K ﹤0.01%
20,778
-486
2116
$487K ﹤0.01%
10,275
-5,278
2117
$487K ﹤0.01%
9,878
+2,746
2118
$486K ﹤0.01%
6,174
+629
2119
$486K ﹤0.01%
+12,845
2120
$485K ﹤0.01%
58,641
+2,669
2121
$485K ﹤0.01%
5,159
+806
2122
$484K ﹤0.01%
12,863
-78
2123
$484K ﹤0.01%
18,835
-8,969
2124
$483K ﹤0.01%
5,543
-374
2125
$483K ﹤0.01%
60,980
-9,170
83 84
85
86 87