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
451
$3.39M 0.04%
280,510
-5,900
452
$3.38M 0.04%
12,591
-426
453
$3.36M 0.04%
64,399
-6,963
454
$3.36M 0.04%
28,725
+357
455
$3.35M 0.04%
27,554
+10,757
456
$3.34M 0.04%
21,051
+1,558
457
$3.33M 0.04%
98,566
+14,842
458
$3.33M 0.04%
93,384
+3,700
459
$3.32M 0.04%
26,209
+5,878
460
$3.32M 0.04%
161,683
-3,514
461
$3.31M 0.04%
+112,096
462
$3.31M 0.04%
+28,378
463
$3.28M 0.04%
99,703
+15,962
464
$3.28M 0.04%
25,596
+8,373
465
$3.25M 0.04%
128,921
-1,516
466
$3.24M 0.04%
31,681
+1,945
467
$3.23M 0.04%
210,239
+41,187
468
$3.23M 0.04%
63,719
-2,336
469
$3.23M 0.04%
66,638
+7,795
470
$3.22M 0.04%
52,481
+12,082
471
$3.18M 0.04%
58,999
+14,989
472
$3.16M 0.03%
26,413
-4,465
473
$3.16M 0.03%
68,270
+26,221
474
$3.15M 0.03%
144,525
+12,838
475
$3.11M 0.03%
100,438
+86,663
17 18
19
20 21