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
451
$772K 0.03%
15,498
+711
452
$770K 0.03%
44,526
+20,882
453
$770K 0.03%
61,296
+4,300
454
$759K 0.03%
35,586
+24,894
455
$755K 0.03%
45,180
+1,089
456
$753K 0.03%
27,211
+318
457
$752K 0.03%
16,326
+4,758
458
$751K 0.03%
23,947
+3,082
459
$750K 0.03%
33,359
-116
460
$747K 0.03%
5,780
+1,212
461
$746K 0.03%
+31,050
462
$745K 0.03%
34,831
+18,418
463
$744K 0.03%
26,062
+617
464
$743K 0.03%
10,045
+1,048
465
$742K 0.03%
16,413
+1,457
466
$741K 0.03%
28,230
+12,192
467
$741K 0.03%
140,064
-40,592
468
$738K 0.03%
16,982
+3,384
469
$737K 0.03%
17,172
-503
470
$736K 0.03%
15,150
-3,199
471
$734K 0.03%
50,390
-33,786
472
$734K 0.03%
12,257
-502
473
$734K 0.03%
19,786
+938
474
$733K 0.03%
5,339
-1,246
475
$732K 0.03%
9,911
+590
17 18
19
20 21