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
2301
$396K ﹤0.01%
29,344
+804
2302
$395K ﹤0.01%
15,854
+267
2303
$395K ﹤0.01%
8,009
+13
2304
$394K ﹤0.01%
9,525
-1,915
2305
$394K ﹤0.01%
4,289
-255
2306
$393K ﹤0.01%
12,045
+1,382
2307
$393K ﹤0.01%
8,143
-2,232
2308
$392K ﹤0.01%
11,194
+5,599
2309
$392K ﹤0.01%
+24,177
2310
$391K ﹤0.01%
16,718
+1,161
2311
$391K ﹤0.01%
15,234
+4,017
2312
$391K ﹤0.01%
84,177
-49,264
2313
$390K ﹤0.01%
12,268
-11,031
2314
$390K ﹤0.01%
16,030
-13,398
2315
$390K ﹤0.01%
16,284
-638
2316
$390K ﹤0.01%
20,693
+8,612
2317
$389K ﹤0.01%
4,891
-1,211
2318
$389K ﹤0.01%
11,298
-202
2319
$388K ﹤0.01%
10,467
+20
2320
$388K ﹤0.01%
10,082
+119
2321
$388K ﹤0.01%
10,342
-16,295
2322
$387K ﹤0.01%
8,578
-239
2323
$387K ﹤0.01%
6,327
+1,986
2324
$386K ﹤0.01%
+15,884
2325
$386K ﹤0.01%
28,893
-1,463
91 92
93
94 95