Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$14M
3
+$13.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$12.1M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11.9M

Top Sells

1
+$14.3M
2
+$9.32M
3
+$7.78M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.08M
5
DIS icon
Walt Disney
DIS
+$3.57M

Sector Composition

1 Energy 6.06%
2 Healthcare 4.7%
3 Financials 4.52%
4 Industrials 3.92%
5 Technology 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
– –
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1202
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-3,443
1203
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-10,475
1204
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-5,254
1205
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1206
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1207
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-498
1208
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-20,078
1209
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-10,540
1210
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-10,700
1211
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-2,406
1212
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-7,215
1213
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-8,846
1214
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-56,520
1215
– –
-10,004
1216
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-4,850
1217
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-13,670
1218
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-2,581
1219
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-9,403
1220
– –
-36,235
1221
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-23,046
1222
– –
-20,986
1223
– –
-12,778
1224
– –
-5,488
1225
– –
-29,900
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