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
426
$4.12M 0.04%
286,410
+37,829
427
$4.1M 0.04%
36,074
+2,824
428
$4.1M 0.04%
100,013
+9,411
429
$4.1M 0.04%
437,816
+9,405
430
$4.09M 0.04%
28,170
+855
431
$4.08M 0.04%
270,424
-67,208
432
$4.07M 0.04%
21,384
+32
433
$4.07M 0.04%
37,739
+623
434
$4.06M 0.04%
31,695
+10,902
435
$4.06M 0.04%
116,526
+33,554
436
$4.02M 0.04%
26,706
-4,659
437
$4.01M 0.04%
84,011
+6,360
438
$4M 0.04%
23,517
+1,482
439
$3.99M 0.04%
158,940
+7,030
440
$3.98M 0.04%
66,055
-291
441
$3.98M 0.04%
91,056
+2,447
442
$3.91M 0.04%
210,876
+9,679
443
$3.91M 0.04%
130,437
-1,980
444
$3.89M 0.04%
50,435
+1,485
445
$3.88M 0.04%
43,364
+2,020
446
$3.88M 0.04%
116,525
+833
447
$3.87M 0.04%
58,810
-356
448
$3.86M 0.04%
28,368
+836
449
$3.86M 0.04%
153,744
+117,008
450
$3.85M 0.04%
114,985
+22,328
16 17
18
19 20