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
2201
$448K ﹤0.01%
24,295
-9,187
2202
$448K ﹤0.01%
8,862
-493
2203
$447K ﹤0.01%
24,162
+1,175
2204
$446K ﹤0.01%
15,523
-693
2205
$446K ﹤0.01%
26,927
+8,086
2206
$446K ﹤0.01%
31,996
+9,641
2207
$446K ﹤0.01%
17,250
-12,487
2208
$444K ﹤0.01%
7,312
+712
2209
$443K ﹤0.01%
2,120
-492
2210
$441K ﹤0.01%
4,617
+64
2211
$441K ﹤0.01%
26,102
+14,323
2212
$441K ﹤0.01%
47,008
-6,223
2213
$440K ﹤0.01%
+19,885
2214
$440K ﹤0.01%
8,457
+2,284
2215
$439K ﹤0.01%
48,658
-7,284
2216
$439K ﹤0.01%
6,665
+55
2217
$439K ﹤0.01%
27,431
+13,491
2218
$437K ﹤0.01%
8,658
+723
2219
$435K ﹤0.01%
58,253
-3,823
2220
$435K ﹤0.01%
7,149
-30
2221
$432K ﹤0.01%
3,673
+35
2222
$432K ﹤0.01%
8,544
-675
2223
$432K ﹤0.01%
15,687
+541
2224
$432K ﹤0.01%
16,605
2225
$432K ﹤0.01%
5,090
-350
87 88
89
90 91