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
2376
$363K ﹤0.01%
5,286
-6,174
2377
$363K ﹤0.01%
31,758
+172
2378
$363K ﹤0.01%
+5,333
2379
$362K ﹤0.01%
6,189
-29,017
2380
$361K ﹤0.01%
18,779
-3,315
2381
$361K ﹤0.01%
13,496
+3,996
2382
$360K ﹤0.01%
8,184
+3,460
2383
$360K ﹤0.01%
17,208
+3,934
2384
$360K ﹤0.01%
78,889
-80
2385
$359K ﹤0.01%
11,069
+242
2386
$359K ﹤0.01%
50,757
+4,465
2387
$358K ﹤0.01%
+35,855
2388
$358K ﹤0.01%
20,438
+1,885
2389
$358K ﹤0.01%
24,524
-7,077
2390
$358K ﹤0.01%
6,821
+1,619
2391
$357K ﹤0.01%
12,650
+1,867
2392
$357K ﹤0.01%
2,380
+35
2393
$356K ﹤0.01%
6,977
+500
2394
$356K ﹤0.01%
4,898
-863
2395
$356K ﹤0.01%
+6,320
2396
$355K ﹤0.01%
7,428
+75
2397
$354K ﹤0.01%
8,490
+1,690
2398
$354K ﹤0.01%
3,225
+929
2399
$354K ﹤0.01%
5,087
+1,629
2400
$354K ﹤0.01%
24,749
+850
94 95
96
97 98