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 4.92%
3 Healthcare 4.62%
4 Consumer Discretionary 3.54%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$31.8M 0.35%
541,562
-9,524
52
$31.8M 0.35%
1,093,267
+98,063
53
$31.6M 0.35%
240,900
-36,623
54
$31.5M 0.35%
609,020
-1,340
55
$30.8M 0.34%
315,162
+6,365
56
$30.1M 0.33%
618,933
-85,117
57
$30.1M 0.33%
385,359
+14,593
58
$30M 0.33%
174,367
+3,333
59
$29.8M 0.33%
270,531
-109,484
60
$28.8M 0.32%
931,813
+136,928
61
$28.5M 0.31%
2,007,094
+524,124
62
$28.2M 0.31%
259,551
+763
63
$28.1M 0.31%
87,155
+9,668
64
$27.8M 0.31%
489,691
-5,206
65
$27M 0.3%
1,724,472
+18,168
66
$26.8M 0.3%
330,306
+161,517
67
$26.5M 0.29%
242,183
+28,164
68
$26.5M 0.29%
202,412
-6,973
69
$26.5M 0.29%
362,828
+17,769
70
$26.2M 0.29%
615,324
+66,908
71
$26.1M 0.29%
602,382
+36,413
72
$25.7M 0.28%
547,221
+75,216
73
$25.7M 0.28%
211,707
+39,296
74
$25.4M 0.28%
505,056
+1,821
75
$25.4M 0.28%
238,208
+21,510
1 2
3
4 5