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
476
$3.53M 0.03%
95,064
+2,761
477
$3.48M 0.03%
156,136
+1,695
478
$3.47M 0.03%
139,306
+3,652
479
$3.46M 0.03%
35,911
+5,955
480
$3.46M 0.03%
165,197
+8,345
481
$3.44M 0.03%
184,527
+12,038
482
$3.44M 0.03%
50,542
+729
483
$3.44M 0.03%
170,134
+842
484
$3.44M 0.03%
32,269
+1,500
485
$3.4M 0.03%
50,895
+15,633
486
$3.38M 0.03%
130,323
+18,798
487
$3.37M 0.03%
18,657
+4,630
488
$3.37M 0.03%
181,516
-13,744
489
$3.36M 0.03%
116,675
+2,387
490
$3.36M 0.03%
38,760
+5,816
491
$3.34M 0.03%
58,843
+16,432
492
$3.32M 0.03%
40,399
+3,326
493
$3.31M 0.03%
45,601
+2,219
494
$3.31M 0.03%
37,559
-3,227
495
$3.28M 0.03%
131,687
-15
496
$3.27M 0.03%
81,367
+9,023
497
$3.26M 0.03%
35,393
+823
498
$3.25M 0.03%
29,736
+197
499
$3.23M 0.03%
98,666
+4,332
500
$3.23M 0.03%
77,997
+10,081
18 19
20
21 22