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
551
$587K 0.03%
73,446
+8,005
552
$587K 0.03%
35,657
-1,523
553
$584K 0.03%
18,759
-18,063
554
$584K 0.03%
28,978
-11,210
555
$584K 0.03%
31,286
+1,893
556
$582K 0.03%
23,048
+412
557
$578K 0.03%
+5,164
558
$578K 0.03%
10,595
+788
559
$578K 0.03%
11,319
+3,765
560
$578K 0.03%
25,826
+4,896
561
$577K 0.03%
7,074
+218
562
$576K 0.03%
22,767
-43
563
$575K 0.03%
6,186
+602
564
$573K 0.03%
37,745
-40,058
565
$573K 0.03%
26,522
+500
566
$573K 0.03%
+11,392
567
$570K 0.03%
7,045
+300
568
$570K 0.03%
26,840
-691
569
$570K 0.03%
15,368
+1,261
570
$569K 0.02%
20,192
-1,566
571
$567K 0.02%
13,414
+7,258
572
$566K 0.02%
9,801
+1,557
573
$566K 0.02%
16,562
+2,700
574
$565K 0.02%
13,697
-656
575
$565K 0.02%
37,010
-2,675
21 22
23
24 25