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
501
$672K 0.03%
+49,040
502
$669K 0.03%
43,463
-4,109
503
$668K 0.03%
24,356
-1,565
504
$667K 0.03%
54,776
+34,461
505
$665K 0.03%
27,256
+2,786
506
$665K 0.03%
+15,840
507
$665K 0.03%
33,301
+19,928
508
$660K 0.03%
3,068
+376
509
$658K 0.03%
8,929
+2,335
510
$658K 0.03%
14,114
+2,170
511
$658K 0.03%
+29,106
512
$654K 0.03%
12,749
-11,170
513
$654K 0.03%
13,483
+2,166
514
$651K 0.03%
28,648
515
$646K 0.03%
+21,142
516
$646K 0.03%
22,989
+14,928
517
$646K 0.03%
33,114
-35,508
518
$641K 0.03%
14,154
+3,756
519
$639K 0.03%
17,769
+1,209
520
$639K 0.03%
6,031
-6,304
521
$635K 0.03%
15,188
-891
522
$633K 0.03%
10,628
+365
523
$632K 0.03%
15,070
+3,032
524
$631K 0.03%
25,518
+1,815
525
$630K 0.03%
12,144
+2,713
19 20
21
22 23