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
2176
$460K ﹤0.01%
53,665
+311
2177
$459K ﹤0.01%
3,845
-24
2178
$459K ﹤0.01%
+6,834
2179
$459K ﹤0.01%
5,262
+122
2180
$459K ﹤0.01%
26,717
-948
2181
$458K ﹤0.01%
46,968
+1,205
2182
$458K ﹤0.01%
8,649
+6
2183
$458K ﹤0.01%
5,367
-88
2184
$457K ﹤0.01%
17,538
-1,219
2185
$457K ﹤0.01%
35,370
+14,715
2186
$455K ﹤0.01%
7,497
-102
2187
$454K ﹤0.01%
+30,928
2188
$453K ﹤0.01%
1,594
-4,432
2189
$453K ﹤0.01%
43,559
+148
2190
$453K ﹤0.01%
56,862
+17,805
2191
$452K ﹤0.01%
7,227
-707
2192
$452K ﹤0.01%
18,380
+48
2193
$452K ﹤0.01%
12,302
+3,164
2194
$451K ﹤0.01%
14,132
-29,085
2195
$451K ﹤0.01%
2,047
+174
2196
$451K ﹤0.01%
42,130
-8,022
2197
$450K ﹤0.01%
4,889
-102
2198
$450K ﹤0.01%
+48,700
2199
$449K ﹤0.01%
7,616
+13
2200
$449K ﹤0.01%
2,165
-3,068
86 87
88
89 90