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
326
$1.19M 0.05%
48,291
+2,934
327
$1.16M 0.05%
35,044
+1,083
328
$1.16M 0.05%
28,643
+2,681
329
$1.15M 0.05%
+207,290
330
$1.14M 0.05%
27,848
+7,569
331
$1.13M 0.05%
93,399
-20,974
332
$1.13M 0.05%
39,744
-376
333
$1.12M 0.05%
24,404
+9,816
334
$1.12M 0.05%
22,164
+15,540
335
$1.11M 0.05%
+41,713
336
$1.1M 0.05%
13,500
+2,378
337
$1.1M 0.05%
+25,040
338
$1.09M 0.05%
17,236
-3,645
339
$1.09M 0.05%
11,409
+2,266
340
$1.08M 0.05%
33,552
+282
341
$1.08M 0.05%
28,742
+16,178
342
$1.08M 0.05%
16,526
+283
343
$1.08M 0.05%
52,332
+25,611
344
$1.08M 0.05%
+41,440
345
$1.07M 0.05%
22,347
+7,801
346
$1.07M 0.05%
13,895
+3,291
347
$1.06M 0.05%
218
-11
348
$1.06M 0.05%
26,120
-153
349
$1.06M 0.05%
18,764
-1,765
350
$1.05M 0.05%
52,205
+1,000
12 13
14
15 16