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
1051
$194K 0.01%
14,100
1052
$193K 0.01%
50,706
+1,455
1053
$193K 0.01%
+10,610
1054
$193K 0.01%
16,667
+808
1055
$193K 0.01%
11,817
+1,541
1056
$193K 0.01%
26,495
1057
$192K 0.01%
14,226
-591
1058
$192K 0.01%
15,454
-220
1059
$190K 0.01%
20,380
+6,625
1060
$190K 0.01%
15,755
+2,560
1061
$189K 0.01%
+15,466
1062
$186K 0.01%
14,519
-5,400
1063
$184K 0.01%
21,601
+6,765
1064
$183K 0.01%
+14,092
1065
$183K 0.01%
6,434
+915
1066
$182K 0.01%
6,103
+1,041
1067
$181K 0.01%
14,378
-1,246
1068
$181K 0.01%
30,370
-19,293
1069
$181K 0.01%
18,000
-499
1070
$178K 0.01%
17,801
-937
1071
$177K 0.01%
33,636
+598
1072
$176K 0.01%
18,290
-30,793
1073
$175K 0.01%
6,079
-125
1074
$171K 0.01%
19,335
+6,010
1075
$171K 0.01%
+10,337
41 42
43
44 45