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
951
$1.15M 0.01%
57,881
+8,897
952
$1.13M 0.01%
24,038
+7,331
953
$1.13M 0.01%
10,789
-111
954
$1.13M 0.01%
10,525
+3,250
955
$1.13M 0.01%
40,261
+10,484
956
$1.12M 0.01%
32,519
+5,434
957
$1.12M 0.01%
+782
958
$1.12M 0.01%
31,050
+7,850
959
$1.12M 0.01%
37,566
-24,689
960
$1.12M 0.01%
32,023
+1,182
961
$1.11M 0.01%
31,810
+793
962
$1.11M 0.01%
26,076
+4,226
963
$1.11M 0.01%
36,779
+1,394
964
$1.11M 0.01%
18,603
+15,138
965
$1.11M 0.01%
20,571
-69
966
$1.11M 0.01%
9,915
-1,033
967
$1.11M 0.01%
13,825
+1,996
968
$1.1M 0.01%
24,728
+404
969
$1.1M 0.01%
15,440
-1,517
970
$1.1M 0.01%
27,630
+5,615
971
$1.1M 0.01%
14,267
-721
972
$1.1M 0.01%
14,580
+1,014
973
$1.1M 0.01%
25,588
+4,910
974
$1.09M 0.01%
66,410
-2,380
975
$1.09M 0.01%
28,330
-1,095
37 38
39
40 41