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
776
$346K 0.02%
6,350
777
$346K 0.02%
5,031
+1,172
778
$346K 0.02%
5,402
+1,258
779
$345K 0.02%
4,649
-1,882
780
$343K 0.02%
6,517
+100
781
$340K 0.01%
20,548
-2,284
782
$340K 0.01%
4,066
+90
783
$339K 0.01%
29,325
-950
784
$338K 0.01%
20,257
-812
785
$336K 0.01%
38,656
+1,843
786
$336K 0.01%
18,233
+1,832
787
$336K 0.01%
11,846
-1,575
788
$335K 0.01%
20,527
+5,167
789
$335K 0.01%
4,473
790
$334K 0.01%
17,723
+1,124
791
$334K 0.01%
+7,839
792
$334K 0.01%
9,692
-974
793
$333K 0.01%
34,681
-2,473
794
$333K 0.01%
7,617
-1,696
795
$333K 0.01%
20,750
+1,000
796
$330K 0.01%
8,085
-353
797
$330K 0.01%
6,153
+578
798
$329K 0.01%
17,739
+4,028
799
$329K 0.01%
40,853
+30,538
800
$328K 0.01%
+11,042
30 31
32
33 34