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
976
$225K 0.01%
25,749
+8,822
977
$224K 0.01%
1,453
+282
978
$224K 0.01%
9,340
979
$224K 0.01%
+8,110
980
$224K 0.01%
6,912
+121
981
$223K 0.01%
17,981
+7,198
982
$222K 0.01%
5,602
-10
983
$221K 0.01%
27,474
-764
984
$221K 0.01%
+12,400
985
$220K 0.01%
+3,441
986
$220K 0.01%
5,938
-2,990
987
$220K 0.01%
14,600
-9,495
988
$220K 0.01%
51,800
989
$220K 0.01%
8,446
+5
990
$219K 0.01%
6,806
991
$219K 0.01%
15,926
-1,145
992
$218K 0.01%
12,535
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993
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994
$216K 0.01%
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995
$216K 0.01%
+3,604
996
$215K 0.01%
5,348
-781
997
$215K 0.01%
1,956
-262
998
$215K 0.01%
22,789
+1,970
999
$215K 0.01%
5,442
+64
1000
$215K 0.01%
14,024
-1,375
38 39
40
41 42