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
951
$952K 0.01%
22,311
+1,436
952
$952K 0.01%
98,545
-8,465
953
$947K 0.01%
63,665
-865
954
$945K 0.01%
8,525
-2,709
955
$943K 0.01%
47,319
+1,755
956
$942K 0.01%
16,591
+940
957
$942K 0.01%
37,673
-12,234
958
$941K 0.01%
20,848
+113
959
$941K 0.01%
16,004
-126
960
$940K 0.01%
13,931
+1,878
961
$937K 0.01%
22,080
-7,815
962
$937K 0.01%
17,272
+1,584
963
$935K 0.01%
23,745
+7,477
964
$932K 0.01%
20,324
+1,314
965
$932K 0.01%
18,332
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966
$928K 0.01%
19,740
+1,082
967
$926K 0.01%
1,105
-86
968
$926K 0.01%
26,811
+15,523
969
$925K 0.01%
+5,811
970
$924K 0.01%
25,785
-190,329
971
$923K 0.01%
48,291
-2,808
972
$922K 0.01%
54,099
+26,670
973
$922K 0.01%
11,934
+1,231
974
$921K 0.01%
21,224
-26
975
$919K 0.01%
40,468
-175
37 38
39
40 41