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
401
$4.53M 0.04%
66,528
+2,063
402
$4.52M 0.04%
155,284
-18,090
403
$4.5M 0.04%
123,901
-1,698
404
$4.48M 0.04%
109,500
+15,850
405
$4.46M 0.04%
19,493
+3,929
406
$4.44M 0.04%
249,060
+15,378
407
$4.44M 0.04%
18,182
+1,089
408
$4.44M 0.04%
19,785
+2,674
409
$4.44M 0.04%
29,241
+4,803
410
$4.4M 0.04%
30,878
-35,011
411
$4.4M 0.04%
9,781
+642
412
$4.38M 0.04%
61,138
+21,519
413
$4.36M 0.04%
129,361
+11,139
414
$4.35M 0.04%
71,362
+12,680
415
$4.35M 0.04%
57,084
-1,400
416
$4.35M 0.04%
92,996
+15,722
417
$4.3M 0.04%
70,820
-156,848
418
$4.28M 0.04%
53,542
+2,909
419
$4.24M 0.04%
75,694
+7,034
420
$4.19M 0.04%
129,760
+10,336
421
$4.19M 0.04%
129,796
+1,993
422
$4.16M 0.04%
142,742
-1,622
423
$4.16M 0.04%
52,144
+11,790
424
$4.13M 0.04%
93,926
+930
425
$4.13M 0.04%
33,222
+2,152
15 16
17
18 19