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
1026
$206K 0.01%
1,485
+10
1027
$206K 0.01%
+8,839
1028
$205K 0.01%
2,489
+1,185
1029
$205K 0.01%
2,192
+11
1030
$205K 0.01%
+5,364
1031
$205K 0.01%
34,953
-3,200
1032
$204K 0.01%
+9,147
1033
$204K 0.01%
4,158
-2,258
1034
$204K 0.01%
4,070
-3,653
1035
$204K 0.01%
+3,135
1036
$204K 0.01%
+8,660
1037
$204K 0.01%
16,653
1038
$204K 0.01%
+4,178
1039
$202K 0.01%
+6,958
1040
$202K 0.01%
+5,011
1041
$202K 0.01%
+3,399
1042
$202K 0.01%
+2,108
1043
$202K 0.01%
+7,434
1044
$201K 0.01%
+3,894
1045
$201K 0.01%
+7,373
1046
$200K 0.01%
2,020
-281
1047
$200K 0.01%
2,737
-1,199
1048
$200K 0.01%
+5,494
1049
$195K 0.01%
14,474
-525
1050
$194K 0.01%
24,449
-746
40 41
42
43 44