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
1001
$214K 0.01%
7,181
+325
1002
$214K 0.01%
16,236
+104
1003
$213K 0.01%
2,735
-218
1004
$213K 0.01%
+8,418
1005
$212K 0.01%
18,051
-1,203
1006
$212K 0.01%
16,287
-14,693
1007
$212K 0.01%
5,186
-97
1008
$211K 0.01%
+6,850
1009
$211K 0.01%
64,491
+9,556
1010
$211K 0.01%
2,722
-4,055
1011
$211K 0.01%
+12,656
1012
$210K 0.01%
10,465
-12,653
1013
$209K 0.01%
6,959
-704
1014
$209K 0.01%
+4,033
1015
$209K 0.01%
+3,885
1016
$208K 0.01%
+2,221
1017
$208K 0.01%
7,573
-823
1018
$208K 0.01%
+6,935
1019
$208K 0.01%
6,022
+280
1020
$207K 0.01%
+4,348
1021
$207K 0.01%
+11,301
1022
$207K 0.01%
26,850
-40
1023
$206K 0.01%
+4,806
1024
$206K 0.01%
+1,527
1025
$206K 0.01%
+11,316
39 40
41
42 43