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
301
$5.38M 0.06%
124,895
+2,336
302
$5.33M 0.06%
61,889
-29,276
303
$5.32M 0.06%
558,437
+42,367
304
$5.3M 0.06%
109,886
+33,061
305
$5.25M 0.06%
87,051
+2,272
306
$5.24M 0.06%
113,300
-99,780
307
$5.24M 0.06%
127,835
+14,396
308
$5.21M 0.06%
197,135
+6,078
309
$5.2M 0.06%
87,424
-102
310
$5.2M 0.06%
99,680
-1,592
311
$5.19M 0.06%
186,369
+4,703
312
$5.19M 0.06%
113,567
+4,289
313
$5.18M 0.06%
48,205
-80
314
$5.18M 0.06%
99,561
-4,484
315
$5.17M 0.06%
59,546
+1,627
316
$5.16M 0.06%
293,098
-13,164
317
$5.15M 0.06%
386,445
+134,244
318
$5.14M 0.06%
63,252
+2,458
319
$5.11M 0.06%
117,845
+18,073
320
$5.08M 0.06%
92,552
+297
321
$5.08M 0.06%
184,766
+8,464
322
$5.08M 0.06%
44,146
+836
323
$5.07M 0.06%
45,879
-1,231
324
$5.02M 0.06%
118,840
+356
325
$5.01M 0.06%
125,229
+18,769
11 12
13
14 15