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
476
$732K 0.03%
16,446
-720
477
$729K 0.03%
30,907
+18,599
478
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57,216
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479
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480
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481
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15,804
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482
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16,366
+1,962
483
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15,539
+1,616
484
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-1,812
485
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58,541
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486
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8,312
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487
$708K 0.03%
26,271
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488
$708K 0.03%
25,300
-818
489
$706K 0.03%
11,141
-483
490
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92,984
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491
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494
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15,882
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495
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19,058
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496
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17,570
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497
$681K 0.03%
33,202
+8,316
498
$680K 0.03%
30,516
+2,885
499
$677K 0.03%
44,365
+22,455
500
$675K 0.03%
14,435
-443
18 19
20
21 22