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
826
$1.26M 0.01%
51,713
-5,448
827
$1.26M 0.01%
32,142
+6,554
828
$1.25M 0.01%
84,870
+14,538
829
$1.24M 0.01%
35,074
+6,744
830
$1.24M 0.01%
46,513
-22,021
831
$1.23M 0.01%
18,869
-3,981
832
$1.23M 0.01%
51,747
-40,611
833
$1.23M 0.01%
40,024
+9,691
834
$1.23M 0.01%
49,772
+5,759
835
$1.22M 0.01%
20,484
+6,352
836
$1.22M 0.01%
23,228
-21,553
837
$1.22M 0.01%
35,563
-276
838
$1.21M 0.01%
18,090
-14,161
839
$1.21M 0.01%
17,053
+647
840
$1.21M 0.01%
66,031
+8,112
841
$1.21M 0.01%
27,108
+3,070
842
$1.21M 0.01%
27,223
-30,922
843
$1.21M 0.01%
74,538
+937
844
$1.2M 0.01%
46,671
+778
845
$1.2M 0.01%
12,926
-655
846
$1.19M 0.01%
57,852
+3,561
847
$1.19M 0.01%
137,850
-56,650
848
$1.19M 0.01%
29,218
+216
849
$1.19M 0.01%
34,291
-2,488
850
$1.19M 0.01%
53,639
+7,211
32 33
34
35 36