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
2276
$407K ﹤0.01%
+15,751
2277
$407K ﹤0.01%
3,701
-4,739
2278
$407K ﹤0.01%
67,340
+686
2279
$406K ﹤0.01%
88,760
-76,739
2280
$406K ﹤0.01%
12,198
+958
2281
$405K ﹤0.01%
17,871
-567
2282
$404K ﹤0.01%
+3,871
2283
$404K ﹤0.01%
1,842
-106
2284
$404K ﹤0.01%
6,471
-799
2285
$403K ﹤0.01%
4,367
-2,784
2286
$402K ﹤0.01%
3,551
+242
2287
$402K ﹤0.01%
4,060
+556
2288
$402K ﹤0.01%
6,438
+310
2289
$402K ﹤0.01%
51,655
+2,548
2290
$401K ﹤0.01%
5,362
-1,385
2291
$401K ﹤0.01%
12,540
-5,828
2292
$401K ﹤0.01%
2,664
-3,509
2293
$400K ﹤0.01%
18,204
+1,830
2294
$399K ﹤0.01%
23,944
+4,806
2295
$399K ﹤0.01%
26,479
+641
2296
$398K ﹤0.01%
9,475
-1,256
2297
$397K ﹤0.01%
19,269
-543
2298
$397K ﹤0.01%
11,787
+778
2299
$397K ﹤0.01%
3,049
-679
2300
$396K ﹤0.01%
4,446
+102
90 91
92
93 94