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
301
$1.31M 0.06%
91,420
+29,320
302
$1.31M 0.06%
43,688
+1,566
303
$1.31M 0.06%
+106,184
304
$1.31M 0.06%
+152,800
305
$1.3M 0.06%
89,385
+5,364
306
$1.3M 0.06%
12,474
-1,467
307
$1.28M 0.06%
27,362
+1,203
308
$1.27M 0.06%
49,833
+17,624
309
$1.26M 0.06%
9,853
+227
310
$1.26M 0.06%
104,053
+77,245
311
$1.25M 0.05%
37,740
+10,460
312
$1.25M 0.05%
85,169
-24,329
313
$1.25M 0.05%
80,131
-25,126
314
$1.25M 0.05%
16,455
+148
315
$1.24M 0.05%
55,900
+19,100
316
$1.24M 0.05%
31,996
+1,046
317
$1.23M 0.05%
26,103
+1,636
318
$1.22M 0.05%
94,296
+80,422
319
$1.22M 0.05%
15,686
+1,022
320
$1.21M 0.05%
69,133
-4,010
321
$1.21M 0.05%
38,597
+4,022
322
$1.2M 0.05%
22,914
-3,276
323
$1.19M 0.05%
50,524
+5,886
324
$1.19M 0.05%
37,486
+1,001
325
$1.19M 0.05%
111,448
+96,279
11 12
13
14 15