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
851
$1.18M 0.01%
21,661
-1,043
852
$1.17M 0.01%
7,063
-399
853
$1.17M 0.01%
49,927
+1,750
854
$1.17M 0.01%
21,675
+187
855
$1.17M 0.01%
90,523
-5,262
856
$1.16M 0.01%
18,425
-9,373
857
$1.16M 0.01%
41,513
+7,698
858
$1.15M 0.01%
24,333
+890
859
$1.15M 0.01%
91,516
+1,851
860
$1.15M 0.01%
39,070
-10,232
861
$1.14M 0.01%
50,764
+16,517
862
$1.14M 0.01%
11,302
-994
863
$1.13M 0.01%
62,061
-6,352
864
$1.13M 0.01%
37,263
+9,966
865
$1.13M 0.01%
11,761
+198
866
$1.13M 0.01%
36,131
+4,108
867
$1.13M 0.01%
27,286
-399
868
$1.13M 0.01%
34,714
+2,195
869
$1.12M 0.01%
21,874
+3,271
870
$1.12M 0.01%
83,557
-10,924
871
$1.12M 0.01%
18,985
+376
872
$1.12M 0.01%
9,145
+4,000
873
$1.12M 0.01%
44,017
+30,065
874
$1.11M 0.01%
25,575
+16,435
875
$1.11M 0.01%
56,262
+22,972
33 34
35
36 37