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
926
$1.02M 0.01%
25,676
-400
927
$1.01M 0.01%
6,255
-6
928
$1.01M 0.01%
10,400
+4,630
929
$1.01M 0.01%
72,770
+6,360
930
$1.01M 0.01%
13,467
+644
931
$1M 0.01%
25,367
+253
932
$1M 0.01%
5,775
-751
933
$1M 0.01%
57,057
-5,625
934
$999K 0.01%
89,343
+55,883
935
$999K 0.01%
15,174
+3,042
936
$994K 0.01%
+21,157
937
$990K 0.01%
8,060
-714
938
$988K 0.01%
59,281
+5,364
939
$988K 0.01%
10,942
+1,843
940
$987K 0.01%
18,753
+6,045
941
$986K 0.01%
77,536
-4,330
942
$984K 0.01%
39,860
+3,700
943
$981K 0.01%
12,982
+75
944
$980K 0.01%
9,024
+3,862
945
$978K 0.01%
15,004
+8,109
946
$978K 0.01%
79,778
+12,886
947
$971K 0.01%
7,083
+582
948
$964K 0.01%
21,825
+171
949
$955K 0.01%
20,637
+66
950
$954K 0.01%
17,817
-1,978
36 37
38
39 40