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
551
$2.59M 0.03%
149,370
-20,764
552
$2.57M 0.03%
34,313
-1,761
553
$2.55M 0.03%
21,989
-111
554
$2.53M 0.03%
60,924
+23,682
555
$2.51M 0.03%
+16,068
556
$2.51M 0.03%
29,199
-2,073
557
$2.49M 0.03%
37,083
+2,732
558
$2.48M 0.03%
39,912
+3,648
559
$2.48M 0.03%
133,119
+7,319
560
$2.47M 0.03%
181,340
-16,250
561
$2.46M 0.03%
140,156
-44,371
562
$2.44M 0.03%
20,419
-102
563
$2.44M 0.03%
108,063
+1,235
564
$2.44M 0.03%
107,106
-32,200
565
$2.42M 0.03%
84,511
+14,382
566
$2.42M 0.03%
74,459
-10,446
567
$2.42M 0.03%
105,877
-8,291
568
$2.42M 0.03%
136,080
-2,550
569
$2.4M 0.03%
28,901
-30,581
570
$2.4M 0.03%
+88,685
571
$2.4M 0.03%
85,961
-3,807
572
$2.4M 0.03%
138,152
-27,717
573
$2.39M 0.03%
17,728
+331
574
$2.39M 0.03%
48,288
-11,890
575
$2.38M 0.03%
41,326
+7,186
21 22
23
24 25