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
626
$502K 0.02%
11,764
-49
627
$502K 0.02%
10,897
+585
628
$502K 0.02%
69,806
+252
629
$501K 0.02%
39,395
+18,195
630
$500K 0.02%
29,486
+16,592
631
$500K 0.02%
13,259
+393
632
$498K 0.02%
15,915
+8,154
633
$497K 0.02%
13,570
+748
634
$495K 0.02%
13,826
+5,874
635
$494K 0.02%
25,604
-581
636
$494K 0.02%
11,059
-11,186
637
$492K 0.02%
3,420
+923
638
$491K 0.02%
7,350
+63
639
$486K 0.02%
3,647
+202
640
$485K 0.02%
+5,753
641
$484K 0.02%
11,707
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642
$481K 0.02%
10,414
+28
643
$481K 0.02%
18,718
-6,891
644
$480K 0.02%
+16,183
645
$479K 0.02%
8,869
+2,613
646
$477K 0.02%
32,123
-5,253
647
$476K 0.02%
24,180
-664
648
$476K 0.02%
16,644
+216
649
$475K 0.02%
14,448
+7,844
650
$474K 0.02%
15,708
-5,114
24 25
26
27 28