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
376
$4.98M 0.05%
30,806
-390
377
$4.97M 0.05%
64,389
-549
378
$4.95M 0.05%
243,326
-5,330
379
$4.95M 0.05%
237,332
+6,778
380
$4.9M 0.05%
201,317
+8,490
381
$4.86M 0.05%
22,550
+936
382
$4.84M 0.05%
99,772
+13,376
383
$4.83M 0.05%
195,910
+112,340
384
$4.83M 0.05%
30,809
+876
385
$4.8M 0.05%
125,677
+472
386
$4.78M 0.05%
206,595
+35,130
387
$4.77M 0.05%
164,530
+10,012
388
$4.75M 0.05%
139,750
+79,159
389
$4.71M 0.05%
+93,583
390
$4.65M 0.04%
18,608
-1,152
391
$4.62M 0.04%
60,904
+6,345
392
$4.6M 0.04%
91,776
+16,834
393
$4.58M 0.04%
66,445
+11,257
394
$4.58M 0.04%
55,371
+617
395
$4.57M 0.04%
106,460
+3,868
396
$4.57M 0.04%
91,061
-2,478
397
$4.57M 0.04%
100,406
+22,875
398
$4.56M 0.04%
11,293
-654
399
$4.55M 0.04%
72,927
+4,057
400
$4.54M 0.04%
257,310
+27,150
14 15
16
17 18