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
726
$1.83M 0.02%
37,242
+3,341
727
$1.81M 0.02%
37,372
-6,292
728
$1.81M 0.02%
85,201
-5,108
729
$1.8M 0.02%
24,303
+7,303
730
$1.8M 0.02%
8,774
+1,664
731
$1.79M 0.02%
51,312
+7,134
732
$1.79M 0.02%
192,293
-12,492
733
$1.78M 0.02%
49,302
-541
734
$1.78M 0.02%
28,308
-470
735
$1.77M 0.02%
19,329
+164
736
$1.77M 0.02%
194,500
-22,100
737
$1.76M 0.02%
8,455
+1,838
738
$1.76M 0.02%
7,949
+122
739
$1.75M 0.02%
67,236
+37,367
740
$1.75M 0.02%
60,262
-17,721
741
$1.75M 0.02%
62,490
+7,824
742
$1.75M 0.02%
64,530
+21,543
743
$1.75M 0.02%
28,412
+3,042
744
$1.75M 0.02%
46,470
+25,416
745
$1.74M 0.02%
39,707
-986
746
$1.74M 0.02%
13,964
-124
747
$1.73M 0.02%
46,609
-2,091
748
$1.73M 0.02%
33,579
+7,379
749
$1.73M 0.02%
8,833
+585
750
$1.71M 0.02%
30,018
-4,708
28 29
30
31 32