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
2451
$335K ﹤0.01%
1,476
-4,549
2452
$335K ﹤0.01%
7,740
-20,523
2453
$335K ﹤0.01%
11,710
+2,341
2454
$335K ﹤0.01%
25,361
+5,512
2455
$334K ﹤0.01%
+12,305
2456
$334K ﹤0.01%
1,046
+214
2457
$333K ﹤0.01%
1,818
-109
2458
$332K ﹤0.01%
19,502
-4,411
2459
$331K ﹤0.01%
7,245
-2,660
2460
$331K ﹤0.01%
+7,418
2461
$331K ﹤0.01%
36,656
-1,001
2462
$330K ﹤0.01%
3,506
-191
2463
$329K ﹤0.01%
11,767
-696
2464
$329K ﹤0.01%
27,825
-6,205
2465
$329K ﹤0.01%
+9,354
2466
$329K ﹤0.01%
1,379
+16
2467
$328K ﹤0.01%
18,849
-2,507
2468
$328K ﹤0.01%
1,912
-509
2469
$327K ﹤0.01%
5,060
-1,507
2470
$327K ﹤0.01%
13,835
2471
$327K ﹤0.01%
6,508
-30
2472
$327K ﹤0.01%
14,531
+778
2473
$327K ﹤0.01%
4,859
-395
2474
$325K ﹤0.01%
5,824
+163
2475
$325K ﹤0.01%
6,470
+80
97 98
99
100 101