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
501
$3.23M 0.03%
69,247
+12,434
502
$3.22M 0.03%
83,724
+8,910
503
$3.22M 0.03%
59,438
+1,083
504
$3.21M 0.03%
104,421
+38,517
505
$3.21M 0.03%
148,050
+22,197
506
$3.21M 0.03%
183,476
+32,281
507
$3.19M 0.03%
139,883
-362
508
$3.19M 0.03%
99,394
+52,769
509
$3.18M 0.03%
67,177
+22,997
510
$3.17M 0.03%
66,012
+436
511
$3.16M 0.03%
63,002
+40,534
512
$3.16M 0.03%
194,975
+12,470
513
$3.12M 0.03%
181,200
+19,644
514
$3.11M 0.03%
131,836
+6,988
515
$3.09M 0.03%
46,284
+2,355
516
$3.08M 0.03%
64,146
+19,111
517
$3.06M 0.03%
61,090
+6,107
518
$3.06M 0.03%
321,653
+130,972
519
$3.04M 0.03%
92,358
+23,295
520
$3.04M 0.03%
15,885
+2,571
521
$3.04M 0.03%
41,449
+1,637
522
$3.03M 0.03%
64,816
-1,840
523
$3.03M 0.03%
52,322
+492
524
$3.02M 0.03%
34,351
+4,532
525
$3.02M 0.03%
388,999
+26,030
19 20
21
22 23