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
451
$3.85M 0.04%
+252,201
452
$3.85M 0.04%
158,594
+22,636
453
$3.84M 0.04%
128,133
-857
454
$3.84M 0.04%
113,515
+55,237
455
$3.81M 0.04%
98,519
+10,236
456
$3.79M 0.04%
84,900
+26,121
457
$3.79M 0.04%
255,246
+7,959
458
$3.78M 0.04%
105,522
+1,599
459
$3.78M 0.04%
275,346
-5,271
460
$3.77M 0.04%
89,684
+4,624
461
$3.77M 0.04%
53,209
+658
462
$3.71M 0.04%
76,825
+23,182
463
$3.7M 0.04%
36,903
+28,303
464
$3.67M 0.04%
37,082
+1,111
465
$3.66M 0.04%
245,585
+9,862
466
$3.63M 0.03%
72,666
+1,054
467
$3.63M 0.03%
45,693
+4,633
468
$3.62M 0.03%
103,866
-57,489
469
$3.62M 0.03%
64,131
+10,468
470
$3.61M 0.03%
313,620
+44,910
471
$3.61M 0.03%
38,149
+26,805
472
$3.6M 0.03%
90,507
+3,526
473
$3.58M 0.03%
152,438
-5,704
474
$3.55M 0.03%
84,905
-1,540
475
$3.54M 0.03%
32,775
-1,505
17 18
19
20 21