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
2426
$345K ﹤0.01%
10,804
-37,425
2427
$344K ﹤0.01%
1,722
-384
2428
$344K ﹤0.01%
3,999
-15,241
2429
$344K ﹤0.01%
40,151
+2,279
2430
$343K ﹤0.01%
7,183
-1,007
2431
$342K ﹤0.01%
27,051
+8,380
2432
$342K ﹤0.01%
15,746
-1,650
2433
$342K ﹤0.01%
5,639
-12,513
2434
$341K ﹤0.01%
4,162
-579
2435
$341K ﹤0.01%
+12,081
2436
$341K ﹤0.01%
7,828
-99
2437
$341K ﹤0.01%
+11,631
2438
$340K ﹤0.01%
19,783
+266
2439
$340K ﹤0.01%
7,241
-554
2440
$340K ﹤0.01%
6,629
+1,303
2441
$339K ﹤0.01%
20,172
+8,343
2442
$339K ﹤0.01%
46,863
-94,103
2443
$338K ﹤0.01%
2,979
+951
2444
$337K ﹤0.01%
13,638
+420
2445
$337K ﹤0.01%
4,465
-58,143
2446
$337K ﹤0.01%
16,121
+903
2447
$336K ﹤0.01%
50,305
-3,428
2448
$336K ﹤0.01%
+17,756
2449
$336K ﹤0.01%
7,633
-4,011
2450
$336K ﹤0.01%
3,249
-154
96 97
98
99 100