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
1076
$168K 0.01%
+16,195
1077
$168K 0.01%
10,075
+22
1078
$165K 0.01%
423,560
-95,600
1079
$164K 0.01%
14,004
1080
$163K 0.01%
+14,357
1081
$162K 0.01%
19,123
+1,506
1082
$161K 0.01%
19,512
1083
$161K 0.01%
+12,494
1084
$160K 0.01%
+19,139
1085
$156K 0.01%
11,134
-940
1086
$155K 0.01%
15,640
-10,638
1087
$154K 0.01%
11,031
-1,750
1088
$154K 0.01%
61,050
+7,450
1089
$152K 0.01%
+1,527
1090
$148K 0.01%
+536
1091
$147K 0.01%
22,645
+4,749
1092
$146K 0.01%
4,243
-514
1093
$145K 0.01%
10,352
-523
1094
$144K 0.01%
7,277
-60
1095
$143K 0.01%
+16,274
1096
$140K 0.01%
11,040
1097
$139K 0.01%
18,668
-438
1098
$139K 0.01%
22,577
-13,800
1099
$137K 0.01%
2,334
1100
$135K 0.01%
27,589
+2,800
42 43
44
45 46