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
651
$2.22M 0.02%
35,900
+432
652
$2.21M 0.02%
30,333
-2,984
653
$2.21M 0.02%
89,797
+9,346
654
$2.21M 0.02%
31,623
+17,884
655
$2.2M 0.02%
46,412
-5,872
656
$2.2M 0.02%
40,181
+17,385
657
$2.19M 0.02%
27,798
+3,339
658
$2.19M 0.02%
19,686
+735
659
$2.19M 0.02%
48,271
+2,024
660
$2.17M 0.02%
35,698
+2,652
661
$2.17M 0.02%
41,083
+1,387
662
$2.16M 0.02%
31,139
+11,451
663
$2.16M 0.02%
120,619
+4,472
664
$2.16M 0.02%
22,711
-12,619
665
$2.15M 0.02%
44,386
+37,957
666
$2.14M 0.02%
183,452
-5,987
667
$2.13M 0.02%
79,035
+4,430
668
$2.12M 0.02%
78,635
+6,624
669
$2.12M 0.02%
55,121
+11,619
670
$2.11M 0.02%
119,850
+64,700
671
$2.1M 0.02%
36,211
-1,132
672
$2.09M 0.02%
307,461
+16,591
673
$2.09M 0.02%
161,776
-7,412
674
$2.08M 0.02%
35,043
-6,661
675
$2.07M 0.02%
42,049
-49
25 26
27
28 29