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
2351
$375K ﹤0.01%
19,848
2352
$374K ﹤0.01%
1,999
-1,549
2353
$374K ﹤0.01%
6,513
+2
2354
$374K ﹤0.01%
2,372
+7
2355
$374K ﹤0.01%
3,215
-2,666
2356
$373K ﹤0.01%
3,788
-59
2357
$373K ﹤0.01%
32,419
+8,360
2358
$373K ﹤0.01%
+14,267
2359
$372K ﹤0.01%
4,821
-66
2360
$372K ﹤0.01%
6,112
-179
2361
$372K ﹤0.01%
40,422
-1,452
2362
$371K ﹤0.01%
9,239
+1
2363
$370K ﹤0.01%
29,784
+3,786
2364
$370K ﹤0.01%
4,116
+7
2365
$370K ﹤0.01%
9,181
-813
2366
$370K ﹤0.01%
10,703
+38
2367
$370K ﹤0.01%
18,967
-57
2368
$369K ﹤0.01%
36,421
+4,805
2369
$368K ﹤0.01%
19,038
+100
2370
$368K ﹤0.01%
+7,728
2371
$366K ﹤0.01%
28,705
+2,817
2372
$366K ﹤0.01%
30,636
+1,122
2373
$365K ﹤0.01%
30,527
-17,950
2374
$365K ﹤0.01%
+15,970
2375
$365K ﹤0.01%
51,658
+1,794
93 94
95
96 97