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
1176
$32K ﹤0.01%
2,390
-6
1177
$29K ﹤0.01%
22,763
1178
$27K ﹤0.01%
+1,124
1179
$26K ﹤0.01%
20,419
-14,376
1180
$25K ﹤0.01%
+10,663
1181
$25K ﹤0.01%
+12,300
1182
$25K ﹤0.01%
+1,093
1183
$24K ﹤0.01%
755
1184
$22K ﹤0.01%
10,822
+3,000
1185
$19K ﹤0.01%
79
+19
1186
$19K ﹤0.01%
10,200
-20,000
1187
$17K ﹤0.01%
20,000
1188
$15K ﹤0.01%
+20,030
1189
$14K ﹤0.01%
10,600
1190
$13K ﹤0.01%
11,792
-2,494
1191
$13K ﹤0.01%
23,700
+6,100
1192
$5K ﹤0.01%
59
1193
– –
-5,254
1194
– –
-3,859
1195
– –
-4,293
1196
– –
-498
1197
– –
-20,078
1198
– –
-10,540
1199
– –
-10,700
1200
– –
-2,406
46 47
48
49 50