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
2226
$432K ﹤0.01%
30,404
+59
2227
$431K ﹤0.01%
+16,009
2228
$430K ﹤0.01%
14,758
-23,127
2229
$427K ﹤0.01%
27,155
+1,183
2230
$426K ﹤0.01%
2,386
-51
2231
$426K ﹤0.01%
12,904
+1,952
2232
$425K ﹤0.01%
14,719
+186
2233
$424K ﹤0.01%
8,294
-620
2234
$424K ﹤0.01%
10,074
-2,630
2235
$423K ﹤0.01%
+14,030
2236
$423K ﹤0.01%
5,099
+2,858
2237
$423K ﹤0.01%
319
-25
2238
$422K ﹤0.01%
14,723
-3,023
2239
$422K ﹤0.01%
23,878
+12,562
2240
$422K ﹤0.01%
4,706
-1,948
2241
$422K ﹤0.01%
+20,968
2242
$421K ﹤0.01%
17,178
-450
2243
$421K ﹤0.01%
16,298
+2,080
2244
$420K ﹤0.01%
20,739
-898
2245
$420K ﹤0.01%
45,541
+6,711
2246
$419K ﹤0.01%
6,383
-31,891
2247
$418K ﹤0.01%
+12,596
2248
$418K ﹤0.01%
3,620
-634
2249
$417K ﹤0.01%
4,617
+320
2250
$417K ﹤0.01%
+19,261
88 89
90
91 92