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
476
$3.09M 0.03%
66,117
-63,354
477
$3.09M 0.03%
39,919
+863
478
$3.09M 0.03%
47,529
+19,117
479
$3.08M 0.03%
35,752
-1,330
480
$3.06M 0.03%
133,044
+1,208
481
$3.06M 0.03%
24,627
-7,568
482
$3.04M 0.03%
31,923
-346
483
$3.02M 0.03%
224,022
+37,934
484
$3.02M 0.03%
135,048
+4,725
485
$3.02M 0.03%
29,341
+471
486
$3.02M 0.03%
14,895
+5,638
487
$3.01M 0.03%
15,860
+7,405
488
$3M 0.03%
61,288
-30,646
489
$3M 0.03%
+35,550
490
$3M 0.03%
162,249
-5,768
491
$2.99M 0.03%
19,883
+1,226
492
$2.99M 0.03%
64,502
-21,815
493
$2.99M 0.03%
49,848
-3,361
494
$2.98M 0.03%
+134,736
495
$2.98M 0.03%
70,895
+46,034
496
$2.96M 0.03%
110,612
+99,250
497
$2.96M 0.03%
86,362
+8,365
498
$2.95M 0.03%
89,392
+10,282
499
$2.94M 0.03%
246,456
+871
500
$2.94M 0.03%
106,670
+2,249
18 19
20
21 22