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
801
$1.51M 0.01%
10,442
-2,130
802
$1.51M 0.01%
68,287
-5,275
803
$1.5M 0.01%
33,822
-480
804
$1.5M 0.01%
14,691
+1,507
805
$1.5M 0.01%
34,574
+1,042
806
$1.5M 0.01%
33,815
+12,320
807
$1.49M 0.01%
31,973
-63
808
$1.49M 0.01%
52,647
+1,343
809
$1.48M 0.01%
43,848
-201,677
810
$1.48M 0.01%
4,142
+190
811
$1.48M 0.01%
13,317
-458
812
$1.47M 0.01%
11,234
-677
813
$1.47M 0.01%
37,823
+4,139
814
$1.46M 0.01%
13,376
-688
815
$1.46M 0.01%
31,068
-2,629
816
$1.45M 0.01%
108,369
+92,222
817
$1.45M 0.01%
29,002
+5,982
818
$1.45M 0.01%
16,406
+2,090
819
$1.45M 0.01%
78,894
-5,199
820
$1.44M 0.01%
7,462
+1,451
821
$1.44M 0.01%
68,413
+8,320
822
$1.43M 0.01%
22,565
+2,527
823
$1.43M 0.01%
57,111
+15,695
824
$1.43M 0.01%
73,601
+728
825
$1.43M 0.01%
31,315
-3,070
31 32
33
34 35