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
601
$2.49M 0.02%
117,305
+14,179
602
$2.48M 0.02%
202,957
+10,557
603
$2.48M 0.02%
155,017
+32,134
604
$2.48M 0.02%
89,928
+48,012
605
$2.47M 0.02%
177,623
+10,537
606
$2.47M 0.02%
34,140
-12,172
607
$2.46M 0.02%
59,537
+1,337
608
$2.46M 0.02%
18,390
-3
609
$2.46M 0.02%
105,439
+8,501
610
$2.44M 0.02%
98,626
+9,419
611
$2.43M 0.02%
249,368
+10,949
612
$2.43M 0.02%
22,879
+13,450
613
$2.43M 0.02%
131,842
+15,546
614
$2.43M 0.02%
182,817
+128,074
615
$2.42M 0.02%
40,660
-34,401
616
$2.4M 0.02%
55,298
+13,456
617
$2.4M 0.02%
98,749
+30,297
618
$2.4M 0.02%
131,865
+500
619
$2.39M 0.02%
143,584
+38,304
620
$2.39M 0.02%
194,745
-123,751
621
$2.38M 0.02%
34,400
-572
622
$2.37M 0.02%
18,607
+5,941
623
$2.37M 0.02%
23,518
-9,343
624
$2.36M 0.02%
89,768
+1,883
625
$2.36M 0.02%
34,898
-394
23 24
25
26 27