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
926
$1.21M 0.01%
11,060
+5,603
927
$1.2M 0.01%
18,059
+912
928
$1.2M 0.01%
44,255
+23,121
929
$1.2M 0.01%
13,223
+682
930
$1.2M 0.01%
14,487
+587
931
$1.19M 0.01%
12,022
-134
932
$1.19M 0.01%
21,488
+455
933
$1.19M 0.01%
20,268
+2,175
934
$1.19M 0.01%
95,285
+13,506
935
$1.19M 0.01%
37,673
+8,795
936
$1.19M 0.01%
24,861
-5,567
937
$1.19M 0.01%
81,866
+15,252
938
$1.19M 0.01%
20,805
-1,619
939
$1.18M 0.01%
15,789
+138
940
$1.18M 0.01%
63,735
+37,015
941
$1.17M 0.01%
57,429
+5,184
942
$1.17M 0.01%
47,661
+16,742
943
$1.17M 0.01%
29,560
+2,162
944
$1.16M 0.01%
12,468
+5,327
945
$1.16M 0.01%
11,037
+411
946
$1.16M 0.01%
121,384
+6,931
947
$1.16M 0.01%
6,648
+2,149
948
$1.16M 0.01%
15,437
+1,805
949
$1.16M 0.01%
63,294
+8,025
950
$1.15M 0.01%
44,013
+5,506
36 37
38
39 40