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
276
$1.46M 0.06%
56,300
+670
277
$1.44M 0.06%
22,929
+2,976
278
$1.43M 0.06%
30,817
+13,100
279
$1.43M 0.06%
21,115
+217
280
$1.42M 0.06%
27,674
+3,113
281
$1.41M 0.06%
124,723
+23,109
282
$1.41M 0.06%
49,038
+661
283
$1.41M 0.06%
13,251
+6,255
284
$1.4M 0.06%
204,072
+61,500
285
$1.39M 0.06%
58,695
+19,762
286
$1.39M 0.06%
14,779
-9,658
287
$1.39M 0.06%
16,338
+1,752
288
$1.38M 0.06%
51,479
+23,971
289
$1.38M 0.06%
20,045
-2,179
290
$1.38M 0.06%
13,125
+714
291
$1.38M 0.06%
26,958
+1,472
292
$1.37M 0.06%
25,213
-680
293
$1.37M 0.06%
44,594
-857
294
$1.36M 0.06%
148,506
+50,898
295
$1.35M 0.06%
82,140
-6,776
296
$1.35M 0.06%
47,162
+1,512
297
$1.34M 0.06%
37,521
+2,179
298
$1.33M 0.06%
13,518
+1,245
299
$1.33M 0.06%
38,664
+4,686
300
$1.32M 0.06%
54,006
+4,694
10 11
12
13 14