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
526
$627K 0.03%
11,376
+181
527
$626K 0.03%
13,338
-1,606
528
$621K 0.03%
49,586
+1,497
529
$620K 0.03%
9,032
+1,106
530
$618K 0.03%
10,856
+2,224
531
$617K 0.03%
16,982
+1,122
532
$614K 0.03%
53,199
+13,635
533
$613K 0.03%
+8,914
534
$612K 0.03%
9,647
-38
535
$612K 0.03%
24,715
+3,982
536
$612K 0.03%
5,270
-9,798
537
$606K 0.03%
+27,723
538
$602K 0.03%
42,515
+3,694
539
$601K 0.03%
12,444
+908
540
$600K 0.03%
18,672
+1,810
541
$600K 0.03%
34,559
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542
$599K 0.03%
6,135
+665
543
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11,845
-3,024
544
$598K 0.03%
12,983
+431
545
$596K 0.03%
30,095
+1,539
546
$596K 0.03%
53,536
+2,068
547
$595K 0.03%
19,735
-97
548
$594K 0.03%
7,965
+1,658
549
$589K 0.03%
32,815
+2,555
550
$589K 0.03%
+17,651
20 21
22
23 24