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
426
$831K 0.04%
22,812
+471
427
$828K 0.04%
38,700
-2,350
428
$825K 0.04%
7,231
+416
429
$825K 0.04%
+8,975
430
$824K 0.04%
12,250
+280
431
$823K 0.04%
5,200
+198
432
$809K 0.04%
14,875
-2,323
433
$808K 0.04%
10,372
+2,799
434
$808K 0.04%
13,307
+1,306
435
$807K 0.04%
21,875
+2,145
436
$805K 0.04%
41,728
+25
437
$803K 0.04%
+20,475
438
$799K 0.04%
12,445
-299
439
$798K 0.03%
12,723
+3,146
440
$793K 0.03%
21,281
+1,795
441
$790K 0.03%
24,564
+5,760
442
$789K 0.03%
51,112
-12,550
443
$789K 0.03%
4,298
+1,712
444
$789K 0.03%
+7,989
445
$788K 0.03%
16,877
+1,367
446
$781K 0.03%
51,448
-600
447
$777K 0.03%
33,244
+15,083
448
$775K 0.03%
51,559
+2,436
449
$774K 0.03%
+29,561
450
$773K 0.03%
20,716
+4,727
16 17
18
19 20