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 6.59%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$56.6M 0.54%
703,715
-18,065
27
$53.9M 0.51%
633,747
+16,602
28
$53.4M 0.51%
355,791
+11,486
29
$53M 0.51%
2,087,902
+144,776
30
$50.8M 0.48%
315,195
+38,676
31
$49.5M 0.47%
358,108
+19,503
32
$49.1M 0.47%
561,911
-10,941
33
$46M 0.44%
632,061
+39,051
34
$45.6M 0.44%
277,523
+34,838
35
$45M 0.43%
445,696
+75,070
36
$44M 0.42%
270,769
+63,507
37
$42M 0.4%
380,015
-13,006
38
$42M 0.4%
3,619,416
+202,050
39
$41.2M 0.39%
984,279
+14,661
40
$40M 0.38%
847,590
-9,640
41
$40M 0.38%
5,700,000
+2,337,920
42
$39.6M 0.38%
704,050
+49,998
43
$39.1M 0.37%
648,280
+73,200
44
$38.4M 0.37%
458,600
+146,150
45
$37.8M 0.36%
318,007
+72,008
46
$37.5M 0.36%
551,086
+7,886
47
$37M 0.35%
693,168
+19,046
48
$36.4M 0.35%
610,360
+79,560
49
$36M 0.34%
432,627
+16,279
50
$35.4M 0.34%
171,034
+6,975
1
2
3 4 5