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
351
$4.62M 0.05%
32,753
+2,142
352
$4.61M 0.05%
152,517
+60,125
353
$4.6M 0.05%
30,781
+256
354
$4.57M 0.05%
324,580
-38,360
355
$4.57M 0.05%
15,936
+570
356
$4.55M 0.05%
57,077
+1,706
357
$4.53M 0.05%
194,435
-32,820
358
$4.5M 0.05%
441,307
+33,372
359
$4.5M 0.05%
28,415
+245
360
$4.49M 0.05%
191,417
-9,900
361
$4.48M 0.05%
161,013
+61,619
362
$4.42M 0.05%
131,040
-170
363
$4.39M 0.05%
95,557
+1,631
364
$4.37M 0.05%
247,159
+36,283
365
$4.34M 0.05%
43,116
+10,341
366
$4.33M 0.05%
124,102
+20,236
367
$4.32M 0.05%
182,731
+24,137
368
$4.31M 0.05%
336,922
-426,901
369
$4.28M 0.05%
29,124
-12,284
370
$4.26M 0.05%
133,011
+53,133
371
$4.25M 0.05%
89,089
-1,972
372
$4.24M 0.05%
64,362
-336,840
373
$4.23M 0.05%
118,208
-5,693
374
$4.22M 0.05%
26,145
+2,367
375
$4.21M 0.05%
102,352
+9,356
13 14
15
16 17