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
701
$1.68M 0.02%
31,642
+1,494
702
$1.68M 0.02%
29,352
-5,546
703
$1.67M 0.02%
18,433
-594
704
$1.67M 0.02%
23,488
-1,024
705
$1.67M 0.02%
39,482
+1,573
706
$1.66M 0.02%
62,422
+24,749
707
$1.65M 0.02%
113,920
-308,075
708
$1.65M 0.02%
31,672
-3,371
709
$1.64M 0.02%
34,349
+307
710
$1.64M 0.02%
55,824
+3,681
711
$1.63M 0.02%
18,699
+92
712
$1.62M 0.02%
31,275
+2,540
713
$1.61M 0.02%
44,910
+5,203
714
$1.6M 0.02%
92,016
+9,308
715
$1.6M 0.02%
253,694
-58,331
716
$1.59M 0.02%
15,472
+4,412
717
$1.59M 0.02%
92,203
-2,753
718
$1.58M 0.02%
20,589
-243
719
$1.58M 0.02%
24,231
-541
720
$1.58M 0.02%
50,322
+3,852
721
$1.58M 0.02%
41,650
+7,076
722
$1.56M 0.02%
14,935
-3,262
723
$1.56M 0.02%
31,380
-4,318
724
$1.56M 0.02%
28,772
-1,246
725
$1.55M 0.02%
40,514
-59,892
27 28
29
30 31