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
901
$1.26M 0.01%
58,894
+5,828
902
$1.26M 0.01%
89,665
-64,696
903
$1.26M 0.01%
40,902
-1,389
904
$1.25M 0.01%
15,600
905
$1.25M 0.01%
95,785
+3,826
906
$1.25M 0.01%
15,140
+2,322
907
$1.25M 0.01%
11,207
+78
908
$1.24M 0.01%
70,332
+23,639
909
$1.24M 0.01%
17,470
+3,950
910
$1.24M 0.01%
21,250
+3,818
911
$1.24M 0.01%
11,823
-480
912
$1.24M 0.01%
26,356
-848
913
$1.24M 0.01%
40,813
-506
914
$1.23M 0.01%
31,874
+3,299
915
$1.23M 0.01%
93,718
+5,030
916
$1.23M 0.01%
25,384
-3,146
917
$1.23M 0.01%
40,089
-3,164
918
$1.23M 0.01%
12,907
-4,307
919
$1.22M 0.01%
52,460
+2,621
920
$1.22M 0.01%
21,293
-152
921
$1.22M 0.01%
24,164
+498
922
$1.22M 0.01%
23,443
+11,773
923
$1.22M 0.01%
64,431
+5,152
924
$1.22M 0.01%
24,223
+2,475
925
$1.21M 0.01%
33,995
-232
35 36
37
38 39