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
776
$1.41M 0.02%
46,334
+8,511
777
$1.41M 0.02%
15,487
+796
778
$1.41M 0.02%
11,731
-2,215
779
$1.41M 0.02%
19,695
+357
780
$1.4M 0.02%
22,322
-29,822
781
$1.4M 0.02%
16,998
-5,881
782
$1.4M 0.02%
70,889
+2,602
783
$1.4M 0.02%
49,405
+2,917
784
$1.39M 0.02%
32,328
+334
785
$1.39M 0.02%
68,669
+2,897
786
$1.39M 0.02%
173,068
+3,394
787
$1.38M 0.02%
132,584
+110,309
788
$1.38M 0.02%
67,000
-426,710
789
$1.38M 0.02%
28,415
-3,878
790
$1.38M 0.02%
40,870
-3,930
791
$1.37M 0.02%
21,652
-42,737
792
$1.37M 0.02%
14,234
+992
793
$1.37M 0.02%
47,742
-3,570
794
$1.36M 0.02%
110,416
+1
795
$1.36M 0.02%
79,893
-22,464
796
$1.35M 0.02%
55,427
+13,497
797
$1.35M 0.01%
13,161
+4,793
798
$1.35M 0.01%
60,121
+22,587
799
$1.34M 0.01%
27,282
+3,227
800
$1.34M 0.01%
28,439
+417
30 31
32
33 34