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
676
$2.06M 0.02%
5,842
+510
677
$2.06M 0.02%
13,946
+1,064
678
$2.06M 0.02%
41,971
-24,281
679
$2.05M 0.02%
59,834
+53,272
680
$2.04M 0.02%
61,039
+5,418
681
$2.04M 0.02%
18,762
+1,345
682
$2.04M 0.02%
119,334
-2,492
683
$2.04M 0.02%
+102,357
684
$2.04M 0.02%
62,235
-2,742
685
$2.01M 0.02%
32,664
+2,480
686
$2M 0.02%
82,266
+3,364
687
$2M 0.02%
61,319
+6,223
688
$2M 0.02%
46,591
+7,129
689
$2M 0.02%
16,797
+3,712
690
$2M 0.02%
29,350
+432
691
$1.99M 0.02%
30,911
+1,941
692
$1.98M 0.02%
8,707
+260
693
$1.97M 0.02%
68,366
+34,849
694
$1.96M 0.02%
57,173
+2,318
695
$1.96M 0.02%
80,607
+8,344
696
$1.95M 0.02%
48,977
+4,302
697
$1.94M 0.02%
46,904
-3,364
698
$1.94M 0.02%
49,007
+801
699
$1.94M 0.02%
40,956
+2,645
700
$1.94M 0.02%
152,816
-6,996
26 27
28
29 30