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
876
$277K 0.01%
3,948
+711
877
$277K 0.01%
+25,675
878
$276K 0.01%
7,642
-1,670
879
$276K 0.01%
3,672
+22
880
$276K 0.01%
3,962
-18,888
881
$275K 0.01%
2,380
-67,689
882
$275K 0.01%
5,768
-224
883
$275K 0.01%
10,550
+2,800
884
$274K 0.01%
22,181
-69
885
$274K 0.01%
4,555
+142
886
$273K 0.01%
5,271
+259
887
$272K 0.01%
14,097
-6,490
888
$272K 0.01%
+17,546
889
$272K 0.01%
+2,203
890
$272K 0.01%
1,195
+107
891
$271K 0.01%
16,936
-1,311
892
$271K 0.01%
8,839
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893
$269K 0.01%
4,100
+434
894
$268K 0.01%
3,706
+181
895
$268K 0.01%
+1,420
896
$267K 0.01%
+5,975
897
$266K 0.01%
6,523
+93
898
$266K 0.01%
4,735
+1,329
899
$266K 0.01%
2,152
-104
900
$266K 0.01%
15,917
+1,188
34 35
36
37 38