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
401
$892K 0.04%
11,442
-560
402
$891K 0.04%
24,017
-2,540
403
$891K 0.04%
11,840
-1,171
404
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13,519
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405
$888K 0.04%
17,973
+6,970
406
$885K 0.04%
25,866
-3,169
407
$883K 0.04%
87,621
+2,034
408
$882K 0.04%
25,302
-8,609
409
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16,917
-3,121
410
$876K 0.04%
50,695
+2,298
411
$875K 0.04%
45,280
+16,873
412
$873K 0.04%
20,141
+7,703
413
$872K 0.04%
31,586
+5,667
414
$871K 0.04%
55,929
+19,300
415
$866K 0.04%
10,559
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416
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417
$859K 0.04%
9,819
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418
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17,723
-1,454
419
$847K 0.04%
19,770
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420
$847K 0.04%
+12,890
421
$846K 0.04%
43,857
-365
422
$840K 0.04%
25,198
-15,549
423
$840K 0.04%
28,768
-4,304
424
$836K 0.04%
5,385
-4,040
425
$834K 0.04%
42,294
+11,851
15 16
17
18 19