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
$9.04B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,374
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$49.9M
3
+$34.7M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$19M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$16.9M

Top Sells

1
+$30.3M
2
+$29.8M
3
+$22.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$21.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$20.8M

Sector Composition

1 Technology 5.77%
2 Financials 4.93%
3 Healthcare 4.61%
4 Consumer Discretionary 3.54%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.68M 0.08%
84,441
+2,974
227
$7.58M 0.08%
203,730
-29,522
228
$7.57M 0.08%
250,514
+7,632
229
$7.54M 0.08%
187,911
-37,481
230
$7.54M 0.08%
112,908
-7,620
231
$7.52M 0.08%
161,815
-246,465
232
$7.48M 0.08%
148,875
+55,292
233
$7.47M 0.08%
88,820
-606
234
$7.44M 0.08%
180,132
+5,212
235
$7.44M 0.08%
154,803
+70,792
236
$7.42M 0.08%
302,421
+6,776
237
$7.41M 0.08%
190,265
+18,105
238
$7.4M 0.08%
314,622
-73,068
239
$7.34M 0.08%
149,006
+2,891
240
$7.26M 0.08%
+286,165
241
$7.24M 0.08%
+68,632
242
$7.23M 0.08%
151,268
-104,236
243
$7.19M 0.08%
75,846
+37,697
244
$7.17M 0.08%
140,950
-93,409
245
$7.09M 0.08%
113,131
+4,128
246
$7M 0.08%
221,279
-7,603
247
$6.86M 0.08%
251,946
-884
248
$6.86M 0.08%
60,174
-591
249
$6.86M 0.08%
179,455
+150,035
250
$6.84M 0.08%
263,210
-35,670
8 9
10
11 12