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
351
$1.04M 0.05%
18,042
+2,280
352
$1.04M 0.05%
32,635
+1,009
353
$1.04M 0.05%
14,182
+6,213
354
$1.04M 0.05%
71,131
-100
355
$1.03M 0.05%
92,698
-7,998
356
$1.03M 0.05%
40,273
+8,156
357
$1.03M 0.05%
29,598
+6,106
358
$1.03M 0.05%
9,425
-108
359
$1.03M 0.04%
53,136
+8,820
360
$1.02M 0.04%
43,976
+2,276
361
$1.02M 0.04%
16,692
-263
362
$1.02M 0.04%
28,543
+11,737
363
$1.01M 0.04%
122,351
364
$1.01M 0.04%
14,319
+957
365
$1M 0.04%
20,484
-646
366
$1M 0.04%
3,704
+2,389
367
$992K 0.04%
30,976
+13,959
368
$990K 0.04%
9,077
-179
369
$988K 0.04%
81,996
+47,008
370
$974K 0.04%
14,570
+1,487
371
$974K 0.04%
20,106
+15,155
372
$973K 0.04%
9,140
-17,583
373
$967K 0.04%
15,889
-242
374
$960K 0.04%
+32,250
375
$959K 0.04%
92,077
-789
13 14
15
16 17