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
876
$1.11M 0.01%
21,695
+5,460
877
$1.11M 0.01%
40,565
+16,184
878
$1.11M 0.01%
47,054
-849
879
$1.11M 0.01%
54,183
-1,323
880
$1.1M 0.01%
24,547
-15,634
881
$1.1M 0.01%
167,941
-24,352
882
$1.1M 0.01%
37,548
+11,363
883
$1.1M 0.01%
11,287
+1,372
884
$1.1M 0.01%
23,108
-1,056
885
$1.1M 0.01%
79,153
+259
886
$1.1M 0.01%
91,984
-1,734
887
$1.1M 0.01%
15,233
-5,324
888
$1.1M 0.01%
49,174
+10,243
889
$1.1M 0.01%
5,237
-13,141
890
$1.09M 0.01%
20,943
+916
891
$1.09M 0.01%
42,343
+6,048
892
$1.09M 0.01%
57,181
-1,713
893
$1.09M 0.01%
48,659
-3,988
894
$1.08M 0.01%
69,644
-6,885
895
$1.08M 0.01%
96,436
+9,284
896
$1.08M 0.01%
+1,815
897
$1.08M 0.01%
99,313
-11,124
898
$1.08M 0.01%
18,867
-1,455
899
$1.07M 0.01%
45,596
+9,314
900
$1.07M 0.01%
9,422
-100
34 35
36
37 38