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
651
$1.89M 0.02%
46,546
-1,725
652
$1.89M 0.02%
29,147
+13,358
653
$1.89M 0.02%
64,273
-12,109
654
$1.89M 0.02%
53,801
-46,212
655
$1.89M 0.02%
47,226
+3,906
656
$1.89M 0.02%
22,048
+2,719
657
$1.88M 0.02%
62,402
-11,240
658
$1.88M 0.02%
182,338
+4,715
659
$1.88M 0.02%
+68,029
660
$1.87M 0.02%
26,083
+4,442
661
$1.87M 0.02%
49,751
+3,142
662
$1.87M 0.02%
49,166
+159
663
$1.87M 0.02%
32,829
+21,113
664
$1.86M 0.02%
77,376
+456
665
$1.85M 0.02%
66,130
+8,957
666
$1.85M 0.02%
79,554
-10,243
667
$1.82M 0.02%
102,337
+3,588
668
$1.82M 0.02%
82,577
+2,950
669
$1.82M 0.02%
12,738
+2,741
670
$1.82M 0.02%
16,973
+3,009
671
$1.82M 0.02%
6,046
+204
672
$1.81M 0.02%
175,805
+54,421
673
$1.8M 0.02%
111,946
+23,210
674
$1.8M 0.02%
11,263
-43
675
$1.8M 0.02%
124,491
+5,157
25 26
27
28 29