Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
– –
-11,440
1202
– –
-11,354
1203
– –
-6,920
1204
– –
-495
1205
– –
-11,396
1206
– –
-3,820
1207
– –
-68,325
1208
– –
-11,181
1209
– –
-15,399
1210
– –
-11,552
1211
– –
-5,254
1212
– –
-3,859
1213
– –
-4,293
1214
– –
-498
1215
– –
-20,078
1216
– –
-10,540
1217
– –
-4,850
1218
– –
-13,670
1219
– –
-2,581
1220
– –
-23,046
1221
– –
-20,986
1222
– –
-12,778
1223
– –
-29,900
1224
– –
-6,200
1225
– –
-10,348
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