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
601
$536K 0.02%
5,629
-520
602
$536K 0.02%
6,719
-333
603
$536K 0.02%
6,935
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604
$533K 0.02%
50,443
+5,541
605
$531K 0.02%
9,240
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606
$530K 0.02%
10,863
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607
$530K 0.02%
9,993
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608
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13,136
-1,815
609
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7,636
+3,326
610
$522K 0.02%
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611
$521K 0.02%
26,046
+2,806
612
$520K 0.02%
6,725
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613
$518K 0.02%
8,134
+650
614
$518K 0.02%
18,442
-272
615
$514K 0.02%
28,220
+2,720
616
$513K 0.02%
19,894
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617
$513K 0.02%
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-167
618
$513K 0.02%
3,237
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619
$510K 0.02%
13,229
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620
$509K 0.02%
+7,856
621
$509K 0.02%
24,737
+6,061
622
$508K 0.02%
15,960
+2,335
623
$505K 0.02%
19,988
-1,305
624
$505K 0.02%
+14,612
625
$504K 0.02%
8,612
+4,184
23 24
25
26 27