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
1101
$131K 0.01%
10,095
1102
$131K 0.01%
10,480
1103
$130K 0.01%
11,429
-3,265
1104
$130K 0.01%
11,175
+1,000
1105
$129K 0.01%
+10,399
1106
$129K 0.01%
12,935
1107
$129K 0.01%
12,915
-4,434
1108
$128K 0.01%
+10,033
1109
$127K 0.01%
+11,328
1110
$126K 0.01%
10,735
-5,000
1111
$126K 0.01%
12,151
+406
1112
$124K 0.01%
+50,602
1113
$123K 0.01%
39,322
-2,208
1114
$123K 0.01%
23,467
+1,300
1115
$123K 0.01%
10,193
-12,377
1116
$122K 0.01%
+160
1117
$121K 0.01%
13,543
+622
1118
$121K 0.01%
35,698
+6,443
1119
$120K 0.01%
+8
1120
$117K 0.01%
13,793
-2,721
1121
$116K 0.01%
11,915
-2,406
1122
$116K 0.01%
14,251
-14,139
1123
$116K 0.01%
10,370
-3,280
1124
$114K 0.01%
55,086
+15,034
1125
$113K ﹤0.01%
1,599
43 44
45
46 47