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
951
$242K 0.01%
4,078
+295
952
$242K 0.01%
+2,899
953
$241K 0.01%
9,654
+1,508
954
$239K 0.01%
5,594
-2,549
955
$239K 0.01%
1,410
+33
956
$238K 0.01%
25,126
+3,475
957
$236K 0.01%
19,760
-2,287
958
$236K 0.01%
20,525
+1,750
959
$234K 0.01%
2,471
+1
960
$234K 0.01%
+10,197
961
– –
0
962
$232K 0.01%
19,784
-3,000
963
$231K 0.01%
+6,256
964
$230K 0.01%
+7,105
965
$228K 0.01%
5,970
-2,252
966
$228K 0.01%
18,318
+366
967
$228K 0.01%
17,012
-1,375
968
$228K 0.01%
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969
$227K 0.01%
10,576
+73
970
$227K 0.01%
17,525
-3,592
971
$226K 0.01%
+2,162
972
$226K 0.01%
22,085
+4,950
973
$226K 0.01%
25,196
+11
974
$225K 0.01%
+3,298
975
$225K 0.01%
2,544
-178
37 38
39
40 41