Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
Health Care Select Sector SPDR Fund
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
26
$16.3M 0.71%
210,414
+46,301
27
$16.3M 0.71%
581,212
+506,710
28
$16.2M 0.71%
254,524
+75,166
29
$16.2M 0.71%
216,577
+20,300
30
$15.7M 0.69%
194,491
-24,307
31
$15M 0.66%
+1,223,732
32
$14.5M 0.64%
287,237
+236,845
33
$14.2M 0.62%
125,409
+14,357
34
$13M 0.57%
115,667
-83,530
35
$13M 0.57%
168,048
+11,332
36
$12.9M 0.57%
127,861
+24,674
37
$12.9M 0.56%
184,818
+29,192
38
$12.2M 0.53%
141,137
+8,801
39
$12.2M 0.53%
160,731
+7,747
40
$11.9M 0.52%
291,012
+106,934
41
$11.8M 0.52%
252,275
-5,431
42
$11.3M 0.5%
110,482
+6,151
43
$11M 0.48%
62,282
+1,654
44
$10.9M 0.48%
398,312
-38,456
45
$10.8M 0.47%
163,965
-60,087
46
$10.8M 0.47%
71,214
-329
47
$10.6M 0.46%
134,201
+39,399
48
$10.4M 0.45%
201,239
-42,429
49
$10.3M 0.45%
299,627
+7,030
50
$10.2M 0.45%
198,249
+22,576
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