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 4.92%
3 Healthcare 4.62%
4 Consumer Discretionary 3.54%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51.5M 0.57%
743,572
-190,711
27
$49.5M 0.55%
1,489,810
-36,095
28
$48.4M 0.54%
375,237
+17,129
29
$47.3M 0.52%
709,142
+77,081
30
$46.5M 0.51%
352,061
-3,730
31
$46.2M 0.51%
2,144,545
+56,643
32
$46.1M 0.51%
526,566
-35,345
33
$44.7M 0.49%
1,079,601
+95,322
34
$44.1M 0.49%
1,169,928
-790,496
35
$42.8M 0.47%
1,695,119
-763,889
36
$42.7M 0.47%
317,725
+2,530
37
$42.2M 0.47%
619,122
-14,625
38
$41.2M 0.46%
308,045
-155,429
39
$40.7M 0.45%
723,946
+30,778
40
$40.3M 0.45%
438,336
+5,709
41
$38.1M 0.42%
3,833,688
+214,272
42
$37.2M 0.41%
784,606
-62,984
43
$37M 0.41%
158,866
+26,875
44
$35.2M 0.39%
266,510
-4,259
45
$34.9M 0.39%
1,379,444
+208,468
46
$34.5M 0.38%
738,729
+97,833
47
$33.3M 0.37%
340,312
+56,299
48
$33.2M 0.37%
636,080
-12,200
49
$32.8M 0.36%
439,984
+42,441
50
$32.7M 0.36%
298,224
+40,775
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