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
326
$5M 0.06%
78,940
+2,706
327
$4.94M 0.05%
256,540
+19,208
328
$4.93M 0.05%
142,793
+8,752
329
$4.91M 0.05%
99,724
-330,994
330
$4.9M 0.05%
63,515
-33,063
331
$4.87M 0.05%
111,521
-7,434
332
$4.87M 0.05%
58,890
+3,862
333
$4.85M 0.05%
191,642
+1,922
334
$4.84M 0.05%
25,736
+2,219
335
$4.83M 0.05%
217,935
-39,375
336
$4.83M 0.05%
44,277
-4,394
337
$4.82M 0.05%
72,859
-4,805
338
$4.79M 0.05%
62,707
-107
339
$4.76M 0.05%
12,756
+1,463
340
$4.76M 0.05%
207,255
+660
341
$4.75M 0.05%
105,101
+7,127
342
$4.75M 0.05%
36,245
+2,230
343
$4.74M 0.05%
511,650
+73,834
344
$4.74M 0.05%
120,720
+11,220
345
$4.72M 0.05%
216,691
-273,239
346
$4.69M 0.05%
388,544
+185,587
347
$4.67M 0.05%
93,774
+30,772
348
$4.65M 0.05%
41,710
+3,177
349
$4.65M 0.05%
31,532
+723
350
$4.62M 0.05%
68,848
+49,942
12 13
14
15 16