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 3.92%
5 Technology 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
– –
-4,850
1202
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-13,670
1203
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-2,581
1204
– –
-9,403
1205
– –
-40,000
1206
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-10,000
1207
– –
-11,181
1208
– –
-36,235
1209
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-23,046
1210
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-20,986
1211
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-12,778
1212
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-5,488
1213
– –
-29,900
1214
– –
-6,200
1215
– –
-9,767
1216
– –
-10,348
1217
– –
-108
1218
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-8,758
1219
– –
-7,025
1220
– –
-5,782
1221
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-11,440
1222
– –
-11,354
1223
– –
-7,326
1224
– –
-13,077
1225
– –
-13,362
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