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
526
$3.02M 0.03%
165,869
+15,898
527
$3.01M 0.03%
714,689
+42,212
528
$3.01M 0.03%
126,530
+5,775
529
$3M 0.03%
44,011
-25,135
530
$3M 0.03%
20,521
+1,902
531
$3M 0.03%
39,056
+1,533
532
$3M 0.03%
29,405
+1,250
533
$3M 0.03%
186,088
+47,389
534
$3M 0.03%
79,878
-3,322
535
$3M 0.03%
169,052
+7,766
536
$3M 0.03%
197,590
-21,350
537
$2.99M 0.03%
126,475
-2,251
538
$2.99M 0.03%
60,178
+5,218
539
$2.99M 0.03%
+74,873
540
$2.98M 0.03%
44,010
+414
541
$2.98M 0.03%
106,828
-2,193
542
$2.97M 0.03%
27,166
-937
543
$2.96M 0.03%
49,690
+11,488
544
$2.96M 0.03%
28,870
-4,413
545
$2.95M 0.03%
55,559
-14,643
546
$2.95M 0.03%
57,776
+1,199
547
$2.93M 0.03%
32,251
+6,350
548
$2.92M 0.03%
57,124
+15,888
549
$2.92M 0.03%
54,034
+1,277
550
$2.91M 0.03%
111,794
+63,881
20 21
22
23 24