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 4.92%
3 Healthcare 4.62%
4 Consumer Discretionary 3.54%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25.2M 0.28%
300,221
-3,783
77
$24.9M 0.27%
319,069
+10,852
78
$24.8M 0.27%
204,496
+23,868
79
$24.8M 0.27%
247,503
-70,504
80
$23.8M 0.26%
260,890
-36,912
81
$23.8M 0.26%
228,289
+162,218
82
$23.6M 0.26%
212,221
+7,528
83
$23.5M 0.26%
1,473,414
-111,342
84
$23.5M 0.26%
427,110
-24,330
85
$23.3M 0.26%
93,428
+10,620
86
$22.6M 0.25%
141,756
-6,117
87
$22.5M 0.25%
448,595
+318,555
88
$22.4M 0.25%
194,804
-1,987
89
$22.3M 0.25%
322,746
-135,854
90
$22.3M 0.25%
266,835
+102,376
91
$21.6M 0.24%
114,495
-262
92
$21.2M 0.23%
236,497
+37,091
93
$21M 0.23%
151,716
+19,845
94
$20.7M 0.23%
224,432
+8,840
95
$20.6M 0.23%
115,999
+6,569
96
$20.6M 0.23%
416,239
+26,572
97
$20.4M 0.23%
235,564
+54,056
98
$20.4M 0.23%
2,364,872
+447,944
99
$20.1M 0.22%
816,646
+33,035
100
$20M 0.22%
422,653
+14,425
2 3
4
5 6