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
1
$72.8M 3.19%
430,760
+3,410
2
$54.2M 2.38%
352,251
+49,445
3
$47.6M 2.08%
1,186,304
+81,736
4
$44.1M 1.93%
512,896
-14,244
5
$37.7M 1.65%
429,609
+26,316
6
$33.5M 1.47%
316,197
-10,229
7
$31.4M 1.37%
294,132
+116,830
8
$30M 1.32%
1,764,336
+52,472
9
$27.8M 1.22%
165,424
+13,511
10
$25.5M 1.11%
316,746
-29,444
11
$24.2M 1.06%
279,322
+6,820
12
$23.7M 1.04%
622,946
+143,513
13
$22.2M 0.97%
172,888
+9,294
14
$21.1M 0.93%
421,333
+58,363
15
$21.1M 0.92%
183,856
+4,221
16
$21M 0.92%
530,240
+24,799
17
$19.2M 0.84%
288,938
-15,843
18
$19.1M 0.84%
748,116
+34,220
19
$18.5M 0.81%
154,918
+93,688
20
$18.5M 0.81%
380,681
-304,223
21
$18.4M 0.81%
513,408
+447,918
22
$17.9M 0.79%
257,862
+47,450
23
$17.9M 0.79%
212,001
+28,118
24
$17.9M 0.78%
229,244
-4,596
25
$16.8M 0.74%
138,357
-3,763
1
2 3 4 5