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
851
$291K 0.01%
+5,653
852
$291K 0.01%
9,598
+2,077
853
$289K 0.01%
+12,882
854
$287K 0.01%
38,178
-2,842
855
$286K 0.01%
+7,335
856
$285K 0.01%
18,675
+6,264
857
$284K 0.01%
5,663
+1,129
858
$284K 0.01%
+2,653
859
$284K 0.01%
+4,893
860
$283K 0.01%
4,118
+276
861
$283K 0.01%
8,901
+133
862
$282K 0.01%
6,741
-1,287
863
$281K 0.01%
11,477
-787
864
$281K 0.01%
3,554
+2
865
$281K 0.01%
+10,385
866
$281K 0.01%
2,520
-286
867
$280K 0.01%
4,356
+747
868
$280K 0.01%
2,011
+277
869
$279K 0.01%
4,541
-217
870
$279K 0.01%
+23,042
871
$278K 0.01%
+15,412
872
$278K 0.01%
17,912
-3,447
873
$278K 0.01%
1,073
+387
874
$277K 0.01%
+7,552
875
$277K 0.01%
4,541
+83
33 34
35
36 37