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
2126
$483K ﹤0.01%
24,726
+1,412
2127
$482K ﹤0.01%
3,495
-203
2128
$482K ﹤0.01%
11,440
-810
2129
$480K ﹤0.01%
11,913
-715
2130
$480K ﹤0.01%
18,346
-1,522
2131
$480K ﹤0.01%
+8,548
2132
$479K ﹤0.01%
2,030
+109
2133
$478K ﹤0.01%
18,516
-11,392
2134
$478K ﹤0.01%
34,144
+2,234
2135
$478K ﹤0.01%
20,189
-2,292
2136
$477K ﹤0.01%
16,224
+6,167
2137
$477K ﹤0.01%
3,628
-751
2138
$477K ﹤0.01%
243
+132
2139
$476K ﹤0.01%
27,909
-11,513
2140
$475K ﹤0.01%
42,524
+25,417
2141
$475K ﹤0.01%
38,073
-191
2142
$475K ﹤0.01%
12,375
-3,010
2143
$475K ﹤0.01%
22,826
-6,129
2144
$475K ﹤0.01%
15,050
-2,251
2145
$474K ﹤0.01%
11,744
-306
2146
$474K ﹤0.01%
977
-57
2147
$474K ﹤0.01%
4,044
-674
2148
$474K ﹤0.01%
35,555
-1,200
2149
$473K ﹤0.01%
12,141
-8,075
2150
$473K ﹤0.01%
27,970
+4,256
84 85
86
87 88