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
651
$474K 0.02%
15,006
+5,138
652
$474K 0.02%
15,503
-443
653
$473K 0.02%
30,219
-1,517
654
$473K 0.02%
9,451
-197
655
$469K 0.02%
5,185
+314
656
$466K 0.02%
49,717
+12,665
657
$464K 0.02%
4,255
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658
$464K 0.02%
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659
$462K 0.02%
21,097
+695
660
$461K 0.02%
19,215
+2,576
661
$460K 0.02%
6,034
+302
662
$458K 0.02%
23,901
-400
663
$457K 0.02%
12,405
+3,821
664
$457K 0.02%
14
+7
665
$456K 0.02%
11,165
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666
$456K 0.02%
6,340
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667
$455K 0.02%
11,452
-152
668
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669
$455K 0.02%
9,888
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670
$453K 0.02%
15,992
-661
671
$453K 0.02%
4,913
+153
672
$452K 0.02%
+124,672
673
$450K 0.02%
3,386
+303
674
$450K 0.02%
7,520
+1,637
675
$449K 0.02%
30,536
+2,400
25 26
27
28 29