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
1201
– –
-7,215
1202
– –
-8,846
1203
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-56,520
1204
– –
-10,004
1205
– –
-4,850
1206
– –
-13,670
1207
– –
-2,581
1208
– –
-9,403
1209
– –
-36,235
1210
– –
-23,046
1211
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-20,986
1212
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-12,778
1213
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-5,488
1214
– –
-29,900
1215
– –
-6,200
1216
– –
-9,767
1217
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-10,348
1218
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-108
1219
– –
-8,758
1220
– –
-7,025
1221
– –
-5,782
1222
– –
-11,440
1223
– –
-11,354
1224
– –
-7,326
1225
– –
-13,077
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