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
751
$1.49M 0.02%
53,118
+1,736
752
$1.49M 0.02%
52,224
+25,753
753
$1.48M 0.02%
17,802
+807
754
$1.48M 0.02%
83,515
-1,686
755
$1.48M 0.02%
45,522
-3,480
756
$1.47M 0.02%
64,086
+1,596
757
$1.47M 0.02%
68,884
-70,866
758
$1.47M 0.02%
117,094
-1,387
759
$1.46M 0.02%
179,507
-9,986
760
$1.46M 0.02%
54,068
+20,000
761
$1.45M 0.02%
12,423
+10,810
762
$1.45M 0.02%
7,235
+164
763
$1.45M 0.02%
50,804
-13,360
764
$1.44M 0.02%
103,300
-7,020
765
$1.44M 0.02%
76,161
+140
766
$1.44M 0.02%
26,792
+6,524
767
$1.44M 0.02%
24,392
+1,322
768
$1.44M 0.02%
267,351
-40,110
769
$1.43M 0.02%
28,479
+1,110
770
$1.43M 0.02%
30,038
-7,334
771
$1.43M 0.02%
12,698
+10,700
772
$1.43M 0.02%
28,862
-3,802
773
$1.43M 0.02%
16,592
+4,124
774
$1.42M 0.02%
25,272
-3,036
775
$1.42M 0.02%
22,360
+1,498
29 30
31
32 33