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
1126
$112K ﹤0.01%
+6,200
1127
$112K ﹤0.01%
18,338
1128
$110K ﹤0.01%
1,152
-960
1129
– –
0
1130
$106K ﹤0.01%
13,156
-1,839
1131
$103K ﹤0.01%
16,000
1132
$102K ﹤0.01%
+3,054
1133
$98K ﹤0.01%
10,839
-8,013
1134
$98K ﹤0.01%
3,272
-239
1135
$97K ﹤0.01%
18,270
-8,554
1136
$96K ﹤0.01%
14,576
+2,400
1137
$95K ﹤0.01%
3,983
+3
1138
$94K ﹤0.01%
10,407
+3
1139
$94K ﹤0.01%
1,008
1140
$94K ﹤0.01%
10,502
+114
1141
$93K ﹤0.01%
12,883
-1,409
1142
$93K ﹤0.01%
16,335
-7,585
1143
$87K ﹤0.01%
865
-155
1144
$86K ﹤0.01%
16,879
1145
$82K ﹤0.01%
487
-69
1146
$81K ﹤0.01%
6,738
+97
1147
$80K ﹤0.01%
+15,830
1148
$78K ﹤0.01%
11,225
1149
$76K ﹤0.01%
11,970
1150
$76K ﹤0.01%
14,095
+166
44 45
46
47 48