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
276
$5.79M 0.06%
78,815
+17,894
277
$5.79M 0.06%
227,600
+31,690
278
$5.77M 0.06%
278,532
+30,453
279
$5.72M 0.06%
167,032
+7,536
280
$5.71M 0.06%
278,979
+1,343
281
$5.68M 0.06%
40,068
+187
282
$5.65M 0.06%
229,864
+8,002
283
$5.63M 0.06%
169,092
+15,786
284
$5.6M 0.06%
33,342
-442
285
$5.6M 0.06%
55,966
+19,063
286
$5.59M 0.06%
183,169
+154,446
287
$5.58M 0.06%
181,965
+3,486
288
$5.58M 0.06%
98,060
+11,078
289
$5.56M 0.06%
122,060
-48,038
290
$5.56M 0.06%
74,944
-553
291
$5.54M 0.06%
115,864
+90,120
292
$5.53M 0.06%
182,528
-2,914
293
$5.48M 0.06%
120,353
+6,038
294
$5.48M 0.06%
85,063
-50,730
295
$5.47M 0.06%
151,160
-5,525
296
$5.44M 0.06%
169,120
-9,547
297
$5.42M 0.06%
199,672
+36,896
298
$5.41M 0.06%
68,560
-23,055
299
$5.4M 0.06%
204,886
+5,379
300
$5.38M 0.06%
70,076
-12,900
10 11
12
13 14