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
201
$2.2M 0.1%
46,202
-3,664
202
$2.2M 0.1%
53,379
+1,010
203
$2.15M 0.09%
27,858
+2,831
204
$2.12M 0.09%
29,214
-16,478
205
$2.1M 0.09%
29,346
+3,329
206
$2.09M 0.09%
26,868
-1,494
207
$2.08M 0.09%
58,429
+38,114
208
$2.08M 0.09%
76,264
+7,202
209
$2.08M 0.09%
38,634
-8,409
210
$2.07M 0.09%
53,874
+6,658
211
$2.06M 0.09%
29,529
+3,243
212
$2.06M 0.09%
62,086
-3,299
213
$2.06M 0.09%
131,560
+12,620
214
$2.05M 0.09%
455,367
+78,336
215
$2.05M 0.09%
66,058
+8,772
216
$2.03M 0.09%
31,774
-24,303
217
$2M 0.09%
146,050
-20,852
218
$1.99M 0.09%
26,392
-6,656
219
$1.99M 0.09%
114,420
-16,819
220
$1.98M 0.09%
17,183
+845
221
$1.98M 0.09%
32,607
+5,305
222
$1.98M 0.09%
69,122
+57,436
223
$1.97M 0.09%
20,169
224
$1.96M 0.09%
230,580
-47,340
225
$1.95M 0.09%
111,529
-1,296
7 8
9
10 11