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
601
$2.19M 0.02%
112,921
-13,554
602
$2.18M 0.02%
41,950
+867
603
$2.18M 0.02%
37,142
+1,242
604
$2.17M 0.02%
23,753
+14,967
605
$2.16M 0.02%
37,026
+815
606
$2.16M 0.02%
34,012
-388
607
$2.16M 0.02%
37,535
+6,624
608
$2.16M 0.02%
55,967
-2,621
609
$2.15M 0.02%
31,457
+267
610
$2.15M 0.02%
44,837
-764
611
$2.15M 0.02%
48,764
-12,326
612
$2.14M 0.02%
202,685
-3,033
613
$2.14M 0.02%
54,581
-4,666
614
$2.13M 0.02%
14,668
-1,016
615
$2.13M 0.02%
59,137
-400
616
$2.13M 0.02%
24,968
-12,591
617
$2.13M 0.02%
7,283
+775
618
$2.12M 0.02%
84,481
+4,580
619
$2.12M 0.02%
60,312
-1,923
620
$2.12M 0.02%
43,031
+32,647
621
$2.11M 0.02%
19,761
+348
622
$2.1M 0.02%
176,151
+23,335
623
$2.07M 0.02%
70,753
+26,905
624
$2.06M 0.02%
19,078
+8,553
625
$2.06M 0.02%
62,765
-4,619
23 24
25
26 27