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
401
$3.97M 0.04%
273,584
-1,762
402
$3.95M 0.04%
16,129
+332
403
$3.94M 0.04%
65,990
-547
404
$3.91M 0.04%
36,564
+4,869
405
$3.91M 0.04%
118,334
+1,809
406
$3.9M 0.04%
122,740
+164
407
$3.88M 0.04%
122,455
-55,000
408
$3.88M 0.04%
17,338
-844
409
$3.88M 0.04%
29,580
+339
410
$3.84M 0.04%
82,364
-54,736
411
$3.83M 0.04%
118,478
+1,952
412
$3.82M 0.04%
52,196
+1,654
413
$3.81M 0.04%
142,770
-12,514
414
$3.81M 0.04%
65,844
+4,706
415
$3.78M 0.04%
32,574
-648
416
$3.77M 0.04%
133,728
-64,934
417
$3.77M 0.04%
57,518
-3,386
418
$3.76M 0.04%
61,654
-119,854
419
$3.76M 0.04%
84,000
+8,306
420
$3.72M 0.04%
26,837
-3,969
421
$3.72M 0.04%
51,213
-47,778
422
$3.71M 0.04%
124,275
+35,266
423
$3.7M 0.04%
77,170
-49,229
424
$3.68M 0.04%
164,408
+48,208
425
$3.67M 0.04%
297,080
-16,540
15 16
17
18 19