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
2151
$472K ﹤0.01%
7,001
-1,780
2152
$472K ﹤0.01%
6,580
-726
2153
$471K ﹤0.01%
23,480
+6,407
2154
$470K ﹤0.01%
1,479
-434
2155
$470K ﹤0.01%
6,728
+3,543
2156
$470K ﹤0.01%
5,676
-78
2157
$469K ﹤0.01%
12,712
+39
2158
$469K ﹤0.01%
31,516
-1,895
2159
$466K ﹤0.01%
19,616
-3,667
2160
$466K ﹤0.01%
23,178
+1,631
2161
$466K ﹤0.01%
+17,136
2162
$466K ﹤0.01%
9,120
+3,045
2163
$466K ﹤0.01%
50,465
-22,814
2164
$465K ﹤0.01%
20,057
+2,663
2165
$464K ﹤0.01%
35,672
-19,137
2166
$464K ﹤0.01%
9,707
-865
2167
$464K ﹤0.01%
8,259
+2,407
2168
$463K ﹤0.01%
6,167
-2,303
2169
$463K ﹤0.01%
23,166
-5,116
2170
$463K ﹤0.01%
5,532
+416
2171
$463K ﹤0.01%
20,638
-976
2172
$462K ﹤0.01%
7,978
+1,333
2173
$462K ﹤0.01%
3,177
-365
2174
$462K ﹤0.01%
11,104
+1,042
2175
$462K ﹤0.01%
21,035
-1,859
85 86
87
88 89