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
726
$1.55M 0.02%
7,857
+2,257
727
$1.55M 0.02%
26,144
-4,995
728
$1.54M 0.02%
43,285
+3,245
729
$1.54M 0.02%
49,394
-13,052
730
$1.53M 0.02%
23,309
-1,303
731
$1.53M 0.02%
31,632
+613
732
$1.53M 0.02%
73,254
+6,018
733
$1.53M 0.02%
60,359
+30,799
734
$1.53M 0.02%
17,822
+3,555
735
$1.52M 0.02%
24,769
+7,429
736
$1.52M 0.02%
28,294
-5,958
737
$1.52M 0.02%
27,116
-2,234
738
$1.51M 0.02%
43,287
+505
739
$1.51M 0.02%
9,439
+2,913
740
$1.51M 0.02%
54,415
+33,674
741
$1.51M 0.02%
48,966
-1,594
742
$1.51M 0.02%
108,900
+5,699
743
$1.5M 0.02%
160,144
-22,673
744
$1.5M 0.02%
41,388
-5,203
745
$1.5M 0.02%
39,643
-458
746
$1.5M 0.02%
14,082
+2,212
747
$1.5M 0.02%
63,026
+22,765
748
$1.5M 0.02%
167,442
-11,692
749
$1.5M 0.02%
46,563
-341
750
$1.49M 0.02%
50,230
-10,032
28 29
30
31 32