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
151
$3.15M 0.14%
157,245
+6,179
152
$3.15M 0.14%
79,203
-22,280
153
$3.14M 0.14%
145,137
-1,105
154
$3.13M 0.14%
85,673
+8,040
155
$3.13M 0.14%
46,438
-6,365
156
$3.04M 0.13%
51,285
+10,111
157
$3.04M 0.13%
33,638
+3,362
158
$2.99M 0.13%
143,391
+20,211
159
$2.96M 0.13%
87,416
+44,818
160
$2.93M 0.13%
17,251
+614
161
$2.92M 0.13%
81,484
+16,851
162
$2.9M 0.13%
47,542
+7,366
163
$2.87M 0.13%
52,980
+30,520
164
$2.86M 0.13%
220,878
+38,157
165
$2.84M 0.12%
35,861
+3,581
166
$2.81M 0.12%
23,879
+1,763
167
$2.78M 0.12%
58,240
+8,528
168
$2.69M 0.12%
26,395
-261
169
$2.67M 0.12%
121,423
+10,946
170
$2.66M 0.12%
126,347
-7,229
171
$2.65M 0.12%
135,813
-30,444
172
$2.65M 0.12%
+202,520
173
$2.64M 0.12%
54,375
+2,957
174
$2.63M 0.12%
60,690
-8,402
175
$2.61M 0.11%
33,319
+7,731
5 6
7
8 9