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
851
$1.36M 0.01%
17,340
+56
852
$1.36M 0.01%
101,479
+22,173
853
$1.36M 0.01%
28,345
+20,041
854
$1.36M 0.01%
14,231
+38
855
$1.36M 0.01%
94,481
+8,039
856
$1.36M 0.01%
76,529
-58,545
857
$1.35M 0.01%
49,907
-1,594
858
$1.35M 0.01%
9,624
+926
859
$1.35M 0.01%
110,437
+3,887
860
$1.34M 0.01%
+28,022
861
$1.34M 0.01%
386,602
-32,442
862
$1.34M 0.01%
47,903
+47
863
$1.33M 0.01%
11,870
-1,922
864
$1.33M 0.01%
46,428
+20,253
865
$1.33M 0.01%
14,132
-207
866
$1.33M 0.01%
10,703
+1,254
867
$1.33M 0.01%
126,361
+3,687
868
$1.32M 0.01%
53,551
-1,025
869
$1.32M 0.01%
20,556
-184
870
$1.32M 0.01%
22,704
+846
871
$1.32M 0.01%
88,736
-4,194
872
$1.32M 0.01%
35,839
-2,926
873
$1.32M 0.01%
+45,893
874
$1.32M 0.01%
21,243
+3,350
875
$1.32M 0.01%
13,242
+185
33 34
35
36 37