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
626
$2.05M 0.02%
174,066
-621
627
$2.05M 0.02%
21,558
-1,960
628
$2.05M 0.02%
100,486
-298
629
$2.04M 0.02%
131,865
630
$2.02M 0.02%
61,520
-19,847
631
$2.01M 0.02%
48,784
-8,340
632
$2.01M 0.02%
55,742
+13,183
633
$2M 0.02%
22,398
-2,986
634
$2M 0.02%
+41,043
635
$2M 0.02%
66,888
+24,514
636
$1.99M 0.02%
70,632
+9,313
637
$1.99M 0.02%
109,174
+15,792
638
$1.98M 0.02%
18,326
+4,950
639
$1.98M 0.02%
21,005
640
$1.98M 0.02%
48,712
-18,465
641
$1.96M 0.02%
81,365
+2,730
642
$1.96M 0.02%
53,044
-2,254
643
$1.95M 0.02%
60,880
+11,903
644
$1.94M 0.02%
79,560
-2,706
645
$1.94M 0.02%
11,023
-415
646
$1.93M 0.02%
20,514
-164
647
$1.91M 0.02%
27,289
-93,090
648
$1.9M 0.02%
44,980
+4,024
649
$1.9M 0.02%
36,951
+10,644
650
$1.9M 0.02%
192,539
+6,961
24 25
26
27 28