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
801
$327K 0.01%
42,497
-666
802
$327K 0.01%
22,390
+550
803
$326K 0.01%
25,476
+3,996
804
$326K 0.01%
6,803
-10,339
805
$326K 0.01%
7,261
+795
806
$325K 0.01%
24,300
-1,300
807
$325K 0.01%
6,924
+182
808
$322K 0.01%
5,843
+1,272
809
$322K 0.01%
21,986
+803
810
$321K 0.01%
6,028
-67
811
$320K 0.01%
24,513
+942
812
$320K 0.01%
6,165
+361
813
$320K 0.01%
20,268
+4,450
814
$318K 0.01%
8,437
-311
815
$317K 0.01%
15,940
+4,467
816
$317K 0.01%
7,406
+126
817
$316K 0.01%
5,535
-340
818
$314K 0.01%
+15,873
819
$313K 0.01%
4,777
+420
820
$313K 0.01%
28,307
+7,576
821
$313K 0.01%
9,916
+2
822
$312K 0.01%
10,106
+6,199
823
$311K 0.01%
16,001
-2,734
824
$310K 0.01%
12,798
-1,140
825
$309K 0.01%
4,268
+1
31 32
33
34 35