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
376
$950K 0.04%
16,175
+11,055
377
$948K 0.04%
10,622
-74
378
$943K 0.04%
22,393
+17,432
379
$942K 0.04%
92,317
+36,897
380
$940K 0.04%
15,480
+507
381
$934K 0.04%
72,650
-700
382
$927K 0.04%
7,714
+2,370
383
$927K 0.04%
14,808
-501
384
$922K 0.04%
35,512
+2,044
385
$922K 0.04%
17,753
-3,430
386
$921K 0.04%
22,869
+242
387
$919K 0.04%
71,325
+43,155
388
$912K 0.04%
7,173
+112
389
$911K 0.04%
13,743
+449
390
$908K 0.04%
+16,894
391
$907K 0.04%
43,523
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392
$904K 0.04%
37,823
+12,712
393
$899K 0.04%
34,164
+685
394
$898K 0.04%
36,514
+3,874
395
$897K 0.04%
37,498
-4,169
396
$895K 0.04%
10,574
+5,562
397
$895K 0.04%
20,778
+6,844
398
$894K 0.04%
21,572
+5,644
399
$893K 0.04%
949
+554
400
$892K 0.04%
84,356
+1,722
14 15
16
17 18