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
876
$1.31M 0.01%
23,944
-210
877
$1.31M 0.01%
54,291
-4,279
878
$1.3M 0.01%
39,894
-17,789
879
$1.3M 0.01%
12,091
-1,348
880
$1.3M 0.01%
19,795
-18,323
881
$1.3M 0.01%
31,994
-1,030
882
$1.3M 0.01%
107,010
+3,535
883
$1.29M 0.01%
20,862
-1,120
884
$1.29M 0.01%
55,506
-1,068
885
$1.29M 0.01%
47,127
+1,145
886
$1.29M 0.01%
25,744
-1,618
887
$1.29M 0.01%
17,952
-362
888
$1.29M 0.01%
28,165
+19,650
889
$1.28M 0.01%
46,488
+2,805
890
$1.28M 0.01%
20,322
-51,662
891
$1.28M 0.01%
51,099
+2,457
892
$1.28M 0.01%
+9,522
893
$1.28M 0.01%
55,148
-2,906
894
$1.28M 0.01%
10,061
-2,921
895
$1.28M 0.01%
31,443
+1,774
896
$1.27M 0.01%
13,581
+1,607
897
$1.27M 0.01%
5,600
+1,396
898
$1.27M 0.01%
20,602
-1,890
899
$1.27M 0.01%
21,654
+253
900
$1.27M 0.01%
18,906
-1,102
34 35
36
37 38