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
576
$2.38M 0.03%
114,789
-331,039
577
$2.37M 0.03%
244,944
-4,424
578
$2.36M 0.03%
25,584
-1,582
579
$2.36M 0.03%
94,411
+68,346
580
$2.35M 0.03%
187,550
+4,098
581
$2.35M 0.03%
95,412
-17,284
582
$2.34M 0.03%
46,894
-5,428
583
$2.33M 0.03%
71,307
-27,212
584
$2.33M 0.03%
71,303
+4,087
585
$2.3M 0.03%
57,415
+8,242
586
$2.29M 0.03%
30,812
-4,581
587
$2.28M 0.03%
69,891
+8,393
588
$2.27M 0.03%
65,289
-19,611
589
$2.26M 0.03%
59,243
+11,547
590
$2.26M 0.03%
25,326
+6,564
591
$2.25M 0.02%
+63,413
592
$2.24M 0.02%
90,785
+10,178
593
$2.24M 0.02%
94,563
-4,063
594
$2.23M 0.02%
34,682
+2,822
595
$2.23M 0.02%
82,387
+684
596
$2.2M 0.02%
76,312
+35,410
597
$2.2M 0.02%
53,541
+8,628
598
$2.2M 0.02%
26,927
+4,687
599
$2.19M 0.02%
65,819
-479
600
$2.19M 0.02%
40,911
+251
22 23
24
25 26