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
426
$3.67M 0.04%
125,476
-56,109
427
$3.67M 0.04%
52,916
+6,632
428
$3.65M 0.04%
131,233
-24,208
429
$3.62M 0.04%
124,160
+9,175
430
$3.62M 0.04%
116,701
-8,976
431
$3.61M 0.04%
56,339
+12,975
432
$3.61M 0.04%
59,498
-19,479
433
$3.6M 0.04%
66,452
+7
434
$3.58M 0.04%
+125,015
435
$3.57M 0.04%
+20,758
436
$3.55M 0.04%
22,227
+6,342
437
$3.55M 0.04%
131,811
+3,678
438
$3.54M 0.04%
78,891
-136,486
439
$3.52M 0.04%
75,729
+2,802
440
$3.51M 0.04%
142,472
-270
441
$3.5M 0.04%
246,290
-8,956
442
$3.5M 0.04%
50,596
+17,003
443
$3.48M 0.04%
247,267
+127,417
444
$3.45M 0.04%
21,463
-1,087
445
$3.45M 0.04%
92,293
-2,771
446
$3.45M 0.04%
32,160
+2,755
447
$3.43M 0.04%
121,211
+32,845
448
$3.43M 0.04%
259,480
+221,341
449
$3.39M 0.04%
185,552
-5,304
450
$3.39M 0.04%
217,344
+36,144
16 17
18
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