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
751
$1.7M 0.02%
51,382
+10,875
752
$1.69M 0.02%
+40,101
753
$1.69M 0.02%
50,560
+20,202
754
$1.68M 0.02%
16,995
-215
755
$1.68M 0.02%
103,201
+145
756
$1.67M 0.02%
19,027
-776
757
$1.67M 0.02%
82,708
-24,210
758
$1.67M 0.02%
23,070
+2,754
759
$1.66M 0.02%
50,170
-26,660
760
$1.66M 0.02%
3,450
+1,754
761
$1.66M 0.02%
31,082
-4,132
762
$1.65M 0.02%
22,187
-641
763
$1.65M 0.02%
11,306
+916
764
$1.65M 0.02%
22,850
+327
765
$1.65M 0.02%
9,997
+7,145
766
$1.64M 0.02%
28,735
+4,332
767
$1.63M 0.02%
62,896
-31,832
768
$1.62M 0.02%
53,330
+3,598
769
$1.62M 0.02%
42,782
-6,179
770
$1.62M 0.02%
30,148
+988
771
$1.61M 0.02%
37,909
+690
772
$1.61M 0.02%
21,958
+920
773
$1.61M 0.02%
26,307
-434
774
$1.61M 0.02%
27,369
-26,301
775
$1.61M 0.02%
119,206
-477
29 30
31
32 33