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
626
$2.36M 0.02%
185,578
+5,587
627
$2.33M 0.02%
26,892
+1,611
628
$2.32M 0.02%
6,508
+3,037
629
$2.32M 0.02%
100,784
+6,521
630
$2.32M 0.02%
34,252
+4,570
631
$2.31M 0.02%
79,901
-7,847
632
$2.31M 0.02%
19,413
+8,457
633
$2.3M 0.02%
44,913
+3,513
634
$2.3M 0.02%
61,498
+16,930
635
$2.3M 0.02%
67,216
+22,572
636
$2.29M 0.02%
64,164
+5,904
637
$2.29M 0.02%
312,025
-22,040
638
$2.28M 0.02%
+29,616
639
$2.27M 0.02%
70,129
+12,310
640
$2.27M 0.02%
19,094
+1,127
641
$2.26M 0.02%
35,630
-4,427
642
$2.25M 0.02%
22,240
+284
643
$2.25M 0.02%
77,382
+3,335
644
$2.25M 0.02%
94,956
-46,575
645
$2.25M 0.02%
76,920
+60,096
646
$2.24M 0.02%
176,112
+26,334
647
$2.24M 0.02%
21,005
+7,299
648
$2.22M 0.02%
17,223
+558
649
$2.22M 0.02%
73,642
+6,737
650
$2.22M 0.02%
47,696
+1,376
24 25
26
27 28