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
1151
$75K ﹤0.01%
11,100
-75,031
1152
$74K ﹤0.01%
15,342
1153
$73K ﹤0.01%
36,314
+2,240
1154
$72K ﹤0.01%
13,312
-700
1155
$69K ﹤0.01%
10,718
-335
1156
$69K ﹤0.01%
+11,224
1157
$68K ﹤0.01%
+537
1158
$66K ﹤0.01%
+10,995
1159
$65K ﹤0.01%
2,039
-2,992
1160
$65K ﹤0.01%
12,358
1161
$63K ﹤0.01%
31,750
+1,000
1162
$62K ﹤0.01%
792
1163
$62K ﹤0.01%
10,959
-6,000
1164
$60K ﹤0.01%
13,954
-36,047
1165
$60K ﹤0.01%
15,624
+787
1166
$56K ﹤0.01%
1,260
1167
$55K ﹤0.01%
3,613
1168
$54K ﹤0.01%
10,850
1169
$53K ﹤0.01%
2,542
1170
$52K ﹤0.01%
+10,908
1171
$49K ﹤0.01%
2,110
+196
1172
$39K ﹤0.01%
1,071
1173
$34K ﹤0.01%
19,727
1174
$34K ﹤0.01%
+3,315
1175
$33K ﹤0.01%
73
+22
45 46
47
48 49