Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
Health Care Select Sector SPDR Fund
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
76
$6.43M 0.28%
64,377
+1,294
77
$6.3M 0.28%
255,426
+447
78
$6.24M 0.27%
102,299
+9,919
79
$6.23M 0.27%
271,765
-2,510
80
$6.07M 0.27%
278,078
+5,460
81
$6.03M 0.26%
72,763
+5,623
82
$6.02M 0.26%
173,124
-748
83
$5.99M 0.26%
129,424
+5,181
84
$5.96M 0.26%
119,450
+50,170
85
$5.88M 0.26%
263,204
+85,964
86
$5.73M 0.25%
110,906
+12,140
87
$5.65M 0.25%
410,821
-21,100
88
$5.63M 0.25%
70,767
-6,238
89
$5.61M 0.25%
46,980
-118
90
$5.59M 0.24%
97,224
+16,069
91
$5.5M 0.24%
65,973
+3,404
92
$5.46M 0.24%
132,654
+5,401
93
$5.44M 0.24%
62,774
+1,792
94
$5.32M 0.23%
170,389
+10,201
95
$5.29M 0.23%
58,632
+14,160
96
$5.25M 0.23%
59,678
+14,865
97
$5.21M 0.23%
159,526
+18,339
98
$5.2M 0.23%
222,005
+24,948
99
$5.18M 0.23%
125,267
+1,113
100
$5.16M 0.23%
64,599
+3,745
2 3
4
5 6