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
901
$266K 0.01%
22,599
+355
902
$265K 0.01%
5,647
903
$264K 0.01%
16,454
+12
904
$264K 0.01%
43,976
+112
905
$264K 0.01%
6,038
+812
906
$264K 0.01%
6,259
+420
907
$263K 0.01%
+5,211
908
$263K 0.01%
7,043
+961
909
$263K 0.01%
22,525
+8,615
910
$263K 0.01%
10,145
+7
911
$263K 0.01%
6,861
+600
912
$262K 0.01%
5,051
+91
913
$262K 0.01%
8,915
+1,696
914
$260K 0.01%
13,983
+1,176
915
$260K 0.01%
6,112
+488
916
$260K 0.01%
6,273
+1,409
917
$259K 0.01%
13,440
+2,319
918
$259K 0.01%
8,647
+917
919
$259K 0.01%
+36,533
920
$259K 0.01%
10,440
921
$259K 0.01%
24,903
+7,969
922
$258K 0.01%
+12,274
923
$257K 0.01%
9,018
+14
924
$256K 0.01%
4,535
+391
925
$256K 0.01%
17,975
-445
35 36
37
38 39