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
176
$2.6M 0.11%
200,136
+182,093
177
$2.58M 0.11%
+293,759
178
$2.55M 0.11%
39,367
+2,051
179
$2.55M 0.11%
76,993
+17,381
180
$2.5M 0.11%
52,226
+60
181
$2.5M 0.11%
52,082
+1,531
182
$2.48M 0.11%
109,723
-20,619
183
$2.47M 0.11%
35,114
+1,832
184
$2.47M 0.11%
39,648
+1,994
185
$2.42M 0.11%
45,949
+411
186
$2.41M 0.11%
51,649
+1,909
187
$2.4M 0.11%
22,980
+2,239
188
$2.39M 0.1%
22,810
+1,969
189
$2.39M 0.1%
104,265
+66,064
190
$2.38M 0.1%
29,301
+1,717
191
$2.36M 0.1%
75,163
+6,682
192
$2.35M 0.1%
36,693
-489
193
$2.35M 0.1%
110,937
+7,049
194
$2.33M 0.1%
25,522
+805
195
$2.3M 0.1%
47,326
-714
196
$2.28M 0.1%
149,846
+15,566
197
$2.24M 0.1%
112,000
-452
198
$2.24M 0.1%
64,448
-712
199
$2.24M 0.1%
351,717
+306,433
200
$2.24M 0.1%
72,859
-9,158
6 7
8
9 10