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
726
$388K 0.02%
+27,925
727
$387K 0.02%
14,846
+5,844
728
$387K 0.02%
7,464
-239
729
$386K 0.02%
18,164
-12,256
730
$385K 0.02%
381
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731
$384K 0.02%
3,163
-1,011
732
$383K 0.02%
21,468
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733
$382K 0.02%
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734
$380K 0.02%
31,334
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735
$380K 0.02%
11,529
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736
$380K 0.02%
+20,594
737
$378K 0.02%
4,518
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738
$378K 0.02%
5,646
-4,572
739
$378K 0.02%
+1,799
740
$376K 0.02%
5,661
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741
$376K 0.02%
8,914
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742
$376K 0.02%
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743
$374K 0.02%
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744
$374K 0.02%
+12,510
745
$374K 0.02%
8,486
+326
746
$372K 0.02%
3,981
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747
$372K 0.02%
8,699
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748
$371K 0.02%
7,476
+1,479
749
$370K 0.02%
13,866
+1,690
750
$369K 0.02%
8,997
-47
28 29
30
31 32