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
701
$413K 0.02%
8,411
+1,901
702
$413K 0.02%
1,401
-1,545
703
$413K 0.02%
7,382
-122
704
$412K 0.02%
5,703
-951
705
$411K 0.02%
14,092
-3,031
706
$410K 0.02%
11,316
-420
707
$408K 0.02%
22,594
+1,415
708
$408K 0.02%
34,929
-2,959
709
$408K 0.02%
4,719
-50
710
$405K 0.02%
6,924
-4,127
711
$405K 0.02%
4,468
+6
712
$404K 0.02%
20,673
+9,184
713
$403K 0.02%
15,432
+3,418
714
$400K 0.02%
20,243
-1,494
715
$398K 0.02%
18,809
-1,445
716
$396K 0.02%
4,012
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717
$396K 0.02%
26,216
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718
$395K 0.02%
9,623
+1,816
719
$394K 0.02%
9,542
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720
$393K 0.02%
35,064
+6,123
721
$392K 0.02%
+8,718
722
$391K 0.02%
+16,157
723
$391K 0.02%
7,383
+348
724
$390K 0.02%
8,289
+564
725
$390K 0.02%
6,030
-429
27 28
29
30 31