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
251
$1.7M 0.07%
32,912
-798
252
$1.69M 0.07%
23,211
+12,470
253
$1.69M 0.07%
68,968
-2,716
254
$1.67M 0.07%
24,309
+1,939
255
$1.66M 0.07%
174,346
+14,104
256
$1.66M 0.07%
94,774
-15,760
257
$1.63M 0.07%
28,051
+7,992
258
$1.61M 0.07%
87,854
+1,493
259
$1.61M 0.07%
25,649
+1,962
260
$1.59M 0.07%
70,636
+4,872
261
$1.56M 0.07%
92,410
+21,160
262
$1.56M 0.07%
26,713
-2,267
263
$1.56M 0.07%
42,689
+2,298
264
$1.55M 0.07%
32,279
+7,748
265
$1.55M 0.07%
93,350
+5,340
266
$1.54M 0.07%
60,175
-1,356
267
$1.52M 0.07%
48,193
-13,560
268
$1.52M 0.07%
97,405
+30,827
269
$1.51M 0.07%
11,871
+1,536
270
$1.51M 0.07%
35,145
+6,777
271
$1.5M 0.07%
+59,717
272
$1.48M 0.06%
63,076
-598
273
$1.46M 0.06%
17,176
+1,279
274
$1.46M 0.06%
77,709
-1,074
275
$1.46M 0.06%
26,026
+380
9 10
11
12 13