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
901
$1.06M 0.01%
14,480
+249
902
$1.06M 0.01%
35,557
+6,860
903
$1.06M 0.01%
51,943
-3,205
904
$1.06M 0.01%
76,890
-8,688
905
$1.06M 0.01%
20,091
-2,474
906
$1.06M 0.01%
28,891
-4,950
907
$1.05M 0.01%
8,587
-1,855
908
$1.05M 0.01%
9,705
-687
909
$1.05M 0.01%
58,736
+855
910
$1.05M 0.01%
52,215
+20,974
911
$1.05M 0.01%
38,507
-14,823
912
$1.05M 0.01%
20,012
-544
913
$1.05M 0.01%
16,038
+1,551
914
$1.04M 0.01%
1,003
-194
915
$1.04M 0.01%
23,901
-827
916
$1.04M 0.01%
42,733
+18,665
917
$1.04M 0.01%
15,600
918
$1.03M 0.01%
18,235
+2,983
919
$1.03M 0.01%
342,259
-44,343
920
$1.03M 0.01%
10,281
-926
921
$1.02M 0.01%
31,829
-11,571
922
$1.02M 0.01%
34,494
+2,684
923
$1.02M 0.01%
8,712
+48
924
$1.02M 0.01%
53,576
+5,915
925
$1.02M 0.01%
38,472
-2,341
35 36
37
38 39