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
926
$255K 0.01%
1,590
+163
927
$255K 0.01%
16,300
-245
928
$254K 0.01%
23,450
+850
929
$253K 0.01%
+6,025
930
$253K 0.01%
4,748
-241
931
$253K 0.01%
11,222
932
$252K 0.01%
10,668
-1,849
933
$252K 0.01%
+684
934
$251K 0.01%
20,981
-2,777
935
$251K 0.01%
5,762
-478
936
$251K 0.01%
+16,707
937
$250K 0.01%
+4,500
938
$250K 0.01%
14,708
+800
939
$250K 0.01%
1,234
-1,360
940
$249K 0.01%
4,420
-3,440
941
$249K 0.01%
+56,420
942
$249K 0.01%
4,091
943
$248K 0.01%
+9,552
944
$247K 0.01%
+9,148
945
$247K 0.01%
1,899
-40
946
$246K 0.01%
11,958
947
$246K 0.01%
19,915
+1,500
948
$246K 0.01%
11,347
949
$246K 0.01%
41,500
-152
950
$244K 0.01%
20,240
-5,252
36 37
38
39 40