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
526
$2.76M 0.03%
20,629
-755
527
$2.75M 0.03%
59,077
-361
528
$2.75M 0.03%
108,806
-55,724
529
$2.75M 0.03%
54,879
+21,300
530
$2.74M 0.03%
78,268
-35,247
531
$2.73M 0.03%
105,808
-10,867
532
$2.72M 0.03%
76,262
+647
533
$2.72M 0.03%
364,739
+43,086
534
$2.72M 0.03%
51,136
-19,684
535
$2.72M 0.03%
53,882
+2,987
536
$2.72M 0.03%
60,080
-191,764
537
$2.71M 0.03%
64,076
-1,936
538
$2.71M 0.03%
96,582
+64,798
539
$2.71M 0.03%
68,287
-960
540
$2.71M 0.03%
133,185
+6,655
541
$2.71M 0.03%
53,210
-824
542
$2.7M 0.03%
10,297
-99
543
$2.7M 0.03%
60,910
+18,984
544
$2.68M 0.03%
187,550
-7,425
545
$2.68M 0.03%
41,721
+17,418
546
$2.65M 0.03%
92,154
-5,319
547
$2.64M 0.03%
24,271
+4,585
548
$2.63M 0.03%
203,196
+48,179
549
$2.63M 0.03%
40,374
+4,235
550
$2.63M 0.03%
43,562
+7,243
20 21
22
23 24