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
2401
$354K ﹤0.01%
543
-32
2402
$354K ﹤0.01%
3,492
-76
2403
$353K ﹤0.01%
14,715
-13
2404
$353K ﹤0.01%
2,004
+78
2405
$353K ﹤0.01%
+8,259
2406
$353K ﹤0.01%
19,711
-50
2407
$353K ﹤0.01%
4,421
-1,281
2408
$353K ﹤0.01%
3,141
+1,154
2409
$352K ﹤0.01%
258,841
-17,950
2410
$351K ﹤0.01%
+13,562
2411
$351K ﹤0.01%
10,626
-7,975
2412
$351K ﹤0.01%
7,478
+3,653
2413
$351K ﹤0.01%
23,469
-925
2414
$351K ﹤0.01%
7,411
+883
2415
$350K ﹤0.01%
15,778
-1,258
2416
$350K ﹤0.01%
13,789
+1,970
2417
$349K ﹤0.01%
34,192
-29,980
2418
$349K ﹤0.01%
+5,701
2419
$347K ﹤0.01%
15,246
+5,846
2420
$347K ﹤0.01%
3,933
+356
2421
$347K ﹤0.01%
15,692
+2,421
2422
$347K ﹤0.01%
13,887
+1,206
2423
$346K ﹤0.01%
50,493
+1,600
2424
$346K ﹤0.01%
5,986
-1,179
2425
$346K ﹤0.01%
29,802
95 96
97
98 99