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
801
$1.34M 0.01%
57,622
+4,071
802
$1.34M 0.01%
55,914
-12,452
803
$1.34M 0.01%
50,790
+620
804
$1.33M 0.01%
18,138
+79
805
$1.33M 0.01%
12,996
-321
806
$1.32M 0.01%
46,131
+6,042
807
$1.32M 0.01%
14,175
-4,919
808
$1.31M 0.01%
13,970
+461
809
$1.3M 0.01%
12,385
+562
810
$1.3M 0.01%
59,546
+2,435
811
$1.3M 0.01%
14,166
+943
812
$1.3M 0.01%
28,901
+13,724
813
$1.29M 0.01%
22,752
-1,192
814
$1.28M 0.01%
30,443
-625
815
$1.27M 0.01%
34,772
+777
816
$1.27M 0.01%
20,408
-1,550
817
$1.27M 0.01%
35,340
-414
818
$1.27M 0.01%
14,860
+1,035
819
$1.26M 0.01%
175,488
-35,937
820
$1.26M 0.01%
33,789
-33
821
$1.26M 0.01%
16,734
+1,297
822
$1.26M 0.01%
119,014
+17,535
823
$1.26M 0.01%
12,863
+4,573
824
$1.26M 0.01%
51,746
-25,636
825
$1.26M 0.01%
87,705
-17,734
31 32
33
34 35