Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
Health Care Select Sector SPDR Fund
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
51
$10.1M 0.44%
261,222
+6,434
52
$9.75M 0.43%
141,474
+49,157
53
$9.59M 0.42%
42,348
-684
54
$9.57M 0.42%
+232,595
55
$9.5M 0.42%
688,640
+9,819
56
$9.48M 0.41%
+190,852
57
$8.89M 0.39%
357,910
+74,570
58
$8.86M 0.39%
236,280
+209,115
59
$8.85M 0.39%
343,471
+58,746
60
$8.82M 0.39%
91,654
-270
61
$8.65M 0.38%
80,676
-23,988
62
$8.61M 0.38%
348,999
+103,939
63
$8.53M 0.37%
107,112
-1,646
64
$8.51M 0.37%
255,706
-21,097
65
$8.15M 0.36%
215,122
+30,794
66
$7.78M 0.34%
93,109
-30,284
67
$7.77M 0.34%
371,859
+58,048
68
$7.44M 0.33%
223,808
+13,911
69
$7.41M 0.32%
439,127
+19,515
70
$7.13M 0.31%
109,285
+16,830
71
$7.09M 0.31%
118,049
+9,525
72
$7.09M 0.31%
+10,542
73
$7.02M 0.31%
101,014
+22,858
74
$6.47M 0.28%
138,766
+12,100
75
$6.43M 0.28%
56,675
-11,631
1 2
3
4 5