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
2326
$386K ﹤0.01%
39,183
+22,083
2327
$385K ﹤0.01%
8,309
-31,420
2328
$385K ﹤0.01%
4,213
-1,011
2329
$385K ﹤0.01%
15,992
+5,159
2330
$384K ﹤0.01%
5,251
+673
2331
$384K ﹤0.01%
3,444
-15
2332
$384K ﹤0.01%
4,174
+343
2333
$383K ﹤0.01%
36,805
-2,379
2334
$383K ﹤0.01%
7,851
+201
2335
$383K ﹤0.01%
3,793
-485
2336
$382K ﹤0.01%
9,180
+1,756
2337
$381K ﹤0.01%
7,786
+531
2338
$381K ﹤0.01%
6,565
+1,367
2339
$381K ﹤0.01%
10,156
-378
2340
$381K ﹤0.01%
9,014
2341
$381K ﹤0.01%
17,316
-11,320
2342
$380K ﹤0.01%
1,138
+6
2343
$380K ﹤0.01%
37,516
-2,033
2344
$379K ﹤0.01%
23,209
+156
2345
$378K ﹤0.01%
13,566
+4,813
2346
$376K ﹤0.01%
2,866
+1,213
2347
$376K ﹤0.01%
9,297
-458
2348
$375K ﹤0.01%
11,223
-403
2349
$375K ﹤0.01%
7,580
+200
2350
$375K ﹤0.01%
3,898
+156
92 93
94
95 96