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
676
$449K 0.02%
13,540
+792
677
$447K 0.02%
3,492
+12
678
$446K 0.02%
14,213
-1,641
679
$446K 0.02%
10,368
+2,401
680
$446K 0.02%
+20
681
$444K 0.02%
1,695
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682
$443K 0.02%
35,207
+53
683
$442K 0.02%
3,666
-910
684
$441K 0.02%
12,399
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685
$441K 0.02%
24,419
+1,471
686
$441K 0.02%
5,523
+1,103
687
$440K 0.02%
5,590
+15
688
$439K 0.02%
15,337
-3,581
689
$436K 0.02%
6,149
-570
690
$436K 0.02%
8,951
-391
691
$436K 0.02%
37,027
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692
$432K 0.02%
61,313
-19,360
693
$429K 0.02%
1,775
-4
694
$427K 0.02%
47,257
+459
695
$427K 0.02%
3,696
-124
696
$423K 0.02%
9,931
+1,303
697
$420K 0.02%
8,308
+1,119
698
$419K 0.02%
+17,129
699
$415K 0.02%
+7,323
700
$414K 0.02%
+23,603
26 27
28
29 30