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
126
$3.82M 0.17%
113,069
+49,484
127
$3.8M 0.17%
60,867
+2,117
128
$3.8M 0.17%
50,054
+2,166
129
$3.79M 0.17%
138,675
-10,827
130
$3.79M 0.17%
56,733
+195
131
$3.71M 0.16%
121,170
-16,344
132
$3.63M 0.16%
53,459
+1,049
133
$3.6M 0.16%
71,618
-8,308
134
$3.6M 0.16%
252,476
+218,409
135
$3.53M 0.15%
63,404
+7,993
136
$3.52M 0.15%
74,880
+18,514
137
$3.51M 0.15%
31,376
+3,510
138
$3.48M 0.15%
37,983
+5,668
139
$3.48M 0.15%
34,268
+11,323
140
$3.47M 0.15%
62,929
-8,677
141
$3.44M 0.15%
92,010
-10,876
142
$3.39M 0.15%
88,010
+3,146
143
$3.39M 0.15%
75,695
+1,437
144
$3.39M 0.15%
135,318
-16,462
145
$3.37M 0.15%
86,290
-1,174
146
$3.33M 0.15%
71,824
-15,456
147
$3.29M 0.14%
137,442
+13,495
148
$3.24M 0.14%
19
+7
149
$3.19M 0.14%
182,476
+14,010
150
$3.16M 0.14%
25,105
+3,108
4 5
6
7 8