Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
Health Care Select Sector SPDR Fund
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
101
$5.04M 0.22%
110,912
+3,292
102
$5.01M 0.22%
216,165
+15,648
103
$4.95M 0.22%
95,755
+2,623
104
$4.95M 0.22%
43,220
-7,135
105
$4.92M 0.22%
59,285
-4,699
106
$4.82M 0.21%
92,534
+19,883
107
$4.8M 0.21%
194,811
-4,371
108
$4.77M 0.21%
56,470
-911
109
$4.72M 0.21%
46,043
+2,965
110
$4.66M 0.2%
145,480
+43,421
111
$4.65M 0.2%
172,536
+155,937
112
$4.64M 0.2%
88,066
+42,236
113
$4.58M 0.2%
49,211
+4,983
114
$4.51M 0.2%
49,285
+11,943
115
$4.51M 0.2%
89,731
+6,376
116
$4.33M 0.19%
81,296
-10,718
117
$4.3M 0.19%
95,991
+23,761
118
$4.29M 0.19%
103,638
+15,090
119
$4.26M 0.19%
139,726
+3,774
120
$4.2M 0.18%
77,702
+40,884
121
$4.16M 0.18%
120,916
+17,105
122
$4.06M 0.18%
39,176
+7,891
123
$3.98M 0.17%
119,919
+5,138
124
$3.96M 0.17%
88,708
-7,246
125
$3.94M 0.17%
152,977
-4,000
3 4
5
6 7