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
2251
$415K ﹤0.01%
11,864
+3,242
2252
$415K ﹤0.01%
11,018
-456
2253
$414K ﹤0.01%
29,699
-234
2254
$414K ﹤0.01%
44,954
+26,523
2255
$414K ﹤0.01%
4,141
-7,437
2256
$414K ﹤0.01%
26,185
+2,135
2257
$414K ﹤0.01%
6,098
-563
2258
$414K ﹤0.01%
11,153
+4
2259
$414K ﹤0.01%
30,069
-1,160
2260
$414K ﹤0.01%
18,929
+2,082
2261
$413K ﹤0.01%
41,257
-3,855
2262
$413K ﹤0.01%
26,417
+4,253
2263
$413K ﹤0.01%
7,568
+44
2264
$412K ﹤0.01%
21,344
+300
2265
$412K ﹤0.01%
6,431
+1,001
2266
$412K ﹤0.01%
10,244
-613
2267
$412K ﹤0.01%
2,862
+16
2268
$412K ﹤0.01%
20,307
-1,494
2269
$411K ﹤0.01%
57,132
+11,338
2270
$410K ﹤0.01%
2,522
+432
2271
$410K ﹤0.01%
15,300
+381
2272
$409K ﹤0.01%
5,488
-11
2273
$408K ﹤0.01%
36,565
-1,503
2274
$408K ﹤0.01%
66,950
+13,875
2275
$408K ﹤0.01%
9,344
-7,318
89 90
91
92 93