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
676
$1.79M 0.02%
44,420
-1,992
677
$1.79M 0.02%
74,514
-630
678
$1.78M 0.02%
136,120
+4,360
679
$1.78M 0.02%
64,312
-4,549
680
$1.77M 0.02%
117,026
-279
681
$1.77M 0.02%
25,767
-1,125
682
$1.76M 0.02%
44,025
+1,195
683
$1.76M 0.02%
133,472
-10,112
684
$1.76M 0.02%
42,769
-22,047
685
$1.75M 0.02%
139,786
+7,944
686
$1.73M 0.02%
5,786
+2,336
687
$1.73M 0.02%
62,572
+7,451
688
$1.72M 0.02%
33,574
+1,951
689
$1.72M 0.02%
11,406
+1,072
690
$1.71M 0.02%
25,814
+3,627
691
$1.71M 0.02%
35,195
-14,495
692
$1.7M 0.02%
107,492
-13,127
693
$1.7M 0.02%
40,606
+9,291
694
$1.7M 0.02%
38,026
-170,816
695
$1.7M 0.02%
31,574
-12,437
696
$1.7M 0.02%
112,586
-21,171
697
$1.69M 0.02%
38,928
-73,346
698
$1.69M 0.02%
77,010
-2,025
699
$1.69M 0.02%
30,978
+1,587
700
$1.68M 0.02%
14,720
+1,142
26 27
28
29 30