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 4.93%
3 Healthcare 4.61%
4 Consumer Discretionary 3.54%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4.21M 0.05%
85,902
-5,874
377
$4.17M 0.05%
131,503
+41,988
378
$4.16M 0.05%
78,912
-9,451
379
$4.16M 0.05%
144,719
+104,825
380
$4.15M 0.05%
54,274
-2,810
381
$4.14M 0.05%
84,251
+20,120
382
$4.13M 0.05%
499,206
-72,807
383
$4.11M 0.05%
132,244
+2,484
384
$4.11M 0.05%
30,743
-4,100
385
$4.11M 0.05%
118,275
-22,360
386
$4.09M 0.05%
89,801
+25,655
387
$4.08M 0.05%
70,005
+3,477
388
$4.07M 0.05%
247,944
+4,618
389
$4.07M 0.05%
139,857
-62
390
$4.06M 0.04%
200,826
+60,943
391
$4.06M 0.04%
52,752
+2,317
392
$4.05M 0.04%
58,192
-618
393
$4.04M 0.04%
305,800
+212,659
394
$4.04M 0.04%
119,862
-12,693
395
$4.04M 0.04%
25,679
+564
396
$4.03M 0.04%
26,125
-581
397
$4.03M 0.04%
29,909
-1,991
398
$4M 0.04%
119,701
-9,660
399
$3.98M 0.04%
67,445
+13,903
400
$3.98M 0.04%
279,974
+30,914
14 15
16
17 18