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
576
$564K 0.02%
24,453
-2,951
577
$562K 0.02%
47,984
+5,698
578
$559K 0.02%
67,687
+487
579
$557K 0.02%
14,744
-1,853
580
$557K 0.02%
+7,818
581
$556K 0.02%
12,421
+1,087
582
$555K 0.02%
9,209
+497
583
$555K 0.02%
10,980
-2,883
584
$554K 0.02%
12,614
-1,420
585
$553K 0.02%
7,868
586
$551K 0.02%
24,097
+5,507
587
$550K 0.02%
11,745
+557
588
$547K 0.02%
9,738
-2,251
589
$546K 0.02%
13,037
+1,319
590
$544K 0.02%
8,045
+255
591
$544K 0.02%
8,471
+166
592
$544K 0.02%
14,830
+450
593
$541K 0.02%
10,681
-913
594
$540K 0.02%
6,043
-12,417
595
$539K 0.02%
61,200
+48,750
596
$539K 0.02%
40,095
-5,415
597
$539K 0.02%
+20,756
598
$538K 0.02%
13,778
+5,693
599
$538K 0.02%
30,040
+3,555
600
$538K 0.02%
58,103
-4,785
22 23
24
25 26