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 4.92%
3 Healthcare 4.62%
4 Consumer Discretionary 3.54%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.82M 0.08%
99,037
+12,574
252
$6.75M 0.07%
130,730
-987
253
$6.67M 0.07%
44,690
-6,578
254
$6.59M 0.07%
16,768
-823
255
$6.51M 0.07%
68,908
-8,008
256
$6.49M 0.07%
54,156
+1,654
257
$6.31M 0.07%
296,232
-1,054
258
$6.3M 0.07%
105,029
-11,366
259
$6.28M 0.07%
225,290
-28,752
260
$6.26M 0.07%
+170,079
261
$6.23M 0.07%
190,784
+159,734
262
$6.2M 0.07%
82,679
-9,959
263
$6.2M 0.07%
104,359
-2,456
264
$6.18M 0.07%
64,120
-4,825
265
$6.04M 0.07%
46,795
+28,405
266
$6M 0.07%
118,209
-23,918
267
$6M 0.07%
86,434
-1,631
268
$5.98M 0.07%
283,984
-10,959
269
$5.94M 0.07%
27,012
+1,001
270
$5.92M 0.07%
198,444
+29,799
271
$5.88M 0.07%
565,421
+82,627
272
$5.86M 0.06%
56,437
-14,954
273
$5.86M 0.06%
288,666
-1,152
274
$5.81M 0.06%
103,648
-61,232
275
$5.79M 0.06%
51,667
+47,538
9 10
11
12 13