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
$10.5B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,367
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$29.4M
3
+$25.1M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$25.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$22.4M

Top Sells

1
+$28.9M
2
+$22.7M
3
+$21.2M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$20.9M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$15.9M

Sector Composition

1 Technology 6.58%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$7.27M 0.07%
33,784
+483
277
$7.19M 0.07%
18,378
+11,302
278
$7.18M 0.07%
159,496
-815
279
$7.16M 0.07%
277,636
+1,512
280
$7.13M 0.07%
41,408
+6,141
281
$7.11M 0.07%
294,943
+22,198
282
$6.96M 0.07%
143,452
+65,012
283
$6.91M 0.07%
60,765
-462
284
$6.9M 0.07%
146,115
+1,691
285
$6.85M 0.07%
77,664
+4,316
286
$6.83M 0.07%
131,717
-4,639
287
$6.82M 0.07%
289,818
+6,906
288
$6.82M 0.07%
210,851
+3,310
289
$6.81M 0.07%
57,793
+30,600
290
$6.81M 0.07%
52,502
+736
291
$6.75M 0.06%
122,559
+18,660
292
$6.7M 0.06%
69,916
-13,919
293
$6.7M 0.06%
185,442
+5,204
294
$6.68M 0.06%
119,474
+8,486
295
$6.68M 0.06%
66,071
-17,282
296
$6.63M 0.06%
199,507
+141,187
297
$6.62M 0.06%
26,011
+3,285
298
$6.6M 0.06%
177,455
+75,800
299
$6.58M 0.06%
92,852
+2,621
300
$6.53M 0.06%
130,040
+25,785
10 11
12
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