Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.28B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,259
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15M
3
+$14.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$12.5M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$12M

Top Sells

1
+$14.8M
2
+$9.4M
3
+$7.82M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.97M
5
DIS icon
Walt Disney
DIS
+$3.57M

Sector Composition

1 Energy 6.06%
2 Healthcare 4.7%
3 Financials 4.52%
4 Industrials 3.91%
5 Technology 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.94M 0.09%
77,535
+67,405
227
$1.93M 0.08%
220,998
-39,648
228
$1.92M 0.08%
3,708
+1,795
229
$1.9M 0.08%
111,029
-19,495
230
$1.88M 0.08%
156,856
-11,020
231
$1.87M 0.08%
30,244
+1,383
232
$1.86M 0.08%
34,504
+3,014
233
$1.85M 0.08%
102,674
+81,610
234
$1.84M 0.08%
153
+32
235
$1.83M 0.08%
28,880
+1,561
236
$1.82M 0.08%
212,253
+1,134
237
$1.81M 0.08%
31,959
-841
238
$1.81M 0.08%
38,062
+2,876
239
$1.81M 0.08%
21,646
+1,849
240
$1.79M 0.08%
19,325
-1,103
241
$1.79M 0.08%
34,038
+689
242
$1.77M 0.08%
20,057
+1,609
243
$1.77M 0.08%
57,326
+11,582
244
$1.76M 0.08%
262,224
+21,534
245
$1.75M 0.08%
20,204
+3,852
246
$1.75M 0.08%
30,260
-1,033
247
$1.73M 0.08%
+72,876
248
$1.73M 0.08%
22,388
+2,124
249
$1.71M 0.07%
25,239
-654
250
$1.7M 0.07%
18,998
+1,954
8 9
10
11 12