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
501
$2.92M 0.03%
66,486
+49,280
502
$2.92M 0.03%
56,388
+20,758
503
$2.91M 0.03%
77,678
+2,805
504
$2.9M 0.03%
87,493
-3,014
505
$2.9M 0.03%
140,470
+26,995
506
$2.89M 0.03%
31,603
-4,308
507
$2.88M 0.03%
72,156
-71,296
508
$2.88M 0.03%
42,263
-3,430
509
$2.86M 0.03%
54,633
-926
510
$2.82M 0.03%
129,198
-598
511
$2.82M 0.03%
70,303
-20,753
512
$2.82M 0.03%
167,699
-13,817
513
$2.82M 0.03%
59,940
+2,164
514
$2.82M 0.03%
40,770
+2,010
515
$2.82M 0.03%
146,230
-1,820
516
$2.81M 0.03%
271,717
+76,972
517
$2.81M 0.03%
131,059
-21,379
518
$2.8M 0.03%
103,166
-2,356
519
$2.8M 0.03%
16,772
-3,013
520
$2.79M 0.03%
38,936
-30,980
521
$2.79M 0.03%
706,859
-7,830
522
$2.78M 0.03%
54,450
+5,304
523
$2.77M 0.03%
128,030
-33,746
524
$2.76M 0.03%
109,621
+18,590
525
$2.76M 0.03%
86,653
+25,614
19 20
21
22 23