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
751
$368K 0.02%
42,950
+8,900
752
$368K 0.02%
+1,677
753
$368K 0.02%
3,383
-291
754
$366K 0.02%
1,390
+36
755
$364K 0.02%
14,684
-200
756
$362K 0.02%
24,403
+483
757
$361K 0.02%
3,568
+308
758
$361K 0.02%
4,238
+450
759
$359K 0.02%
9,860
+622
760
$358K 0.02%
21,229
-643
761
$356K 0.02%
14,584
+4,886
762
$356K 0.02%
+8,670
763
$356K 0.02%
12,925
-1,450
764
$356K 0.02%
8,877
+963
765
$355K 0.02%
8,425
-12,715
766
$355K 0.02%
6,077
+842
767
$353K 0.02%
24,521
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768
$352K 0.02%
8,407
+2,078
769
$351K 0.02%
36,498
+468
770
$350K 0.02%
3,341
+64
771
$350K 0.02%
25,447
-32,127
772
$349K 0.02%
28,916
-1,043
773
$349K 0.02%
34,073
+22
774
$349K 0.02%
5,605
-386
775
$348K 0.02%
+8,545
29 30
31
32 33