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
826
$309K 0.01%
8,014
827
$307K 0.01%
11,334
+5,243
828
$307K 0.01%
10,281
+2,243
829
$305K 0.01%
5,810
+80
830
$305K 0.01%
7,392
-1,240
831
$303K 0.01%
12,823
-3,594
832
$302K 0.01%
27,356
833
$301K 0.01%
15,020
-1,948
834
$301K 0.01%
26,003
-2,828
835
$300K 0.01%
11,247
+284
836
$299K 0.01%
17,613
837
$299K 0.01%
11,499
+2,705
838
$299K 0.01%
5,797
+501
839
$298K 0.01%
6,527
-2,809
840
$297K 0.01%
10,738
-7
841
$297K 0.01%
7,287
+1,160
842
$296K 0.01%
10,939
-3,481
843
$295K 0.01%
8,533
-496
844
$294K 0.01%
14,638
+79
845
$294K 0.01%
6,810
+371
846
$292K 0.01%
5,613
+100
847
$292K 0.01%
8,051
+556
848
$292K 0.01%
42,750
-2,100
849
$292K 0.01%
2,727
-1,284
850
$291K 0.01%
6,799
+560
32 33
34
35 36