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
551
$2.9M 0.03%
205,718
+17,023
552
$2.89M 0.03%
31,272
+11,540
553
$2.88M 0.03%
44,781
-2,717
554
$2.88M 0.03%
15,684
-530
555
$2.87M 0.03%
20,331
+765
556
$2.87M 0.03%
22,100
+8,792
557
$2.87M 0.03%
75,615
-10,431
558
$2.86M 0.03%
114,168
-64,240
559
$2.86M 0.03%
113,475
+39,640
560
$2.86M 0.03%
138,630
+1,390
561
$2.86M 0.03%
174,687
+32,157
562
$2.85M 0.03%
49,146
+14,790
563
$2.85M 0.03%
10,396
-1,034
564
$2.85M 0.03%
93,382
+13,533
565
$2.84M 0.03%
89,515
-13,107
566
$2.83M 0.03%
112,696
-21,398
567
$2.81M 0.03%
83,741
+6,713
568
$2.8M 0.03%
116,200
-125,992
569
$2.78M 0.03%
68,534
+3,090
570
$2.77M 0.03%
58,588
-3,614
571
$2.77M 0.03%
97,473
+7,173
572
$2.77M 0.03%
58,145
+15,057
573
$2.76M 0.03%
17,397
+542
574
$2.74M 0.03%
89,009
+28,723
575
$2.73M 0.03%
91,031
+38,893
21 22
23
24 25