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
976
$1.09M 0.01%
6,526
+1,099
977
$1.09M 0.01%
14,885
-673
978
$1.09M 0.01%
25,737
+890
979
$1.08M 0.01%
8,664
-5,468
980
$1.08M 0.01%
11,176
+2,069
981
$1.08M 0.01%
52,831
+1,264
982
$1.08M 0.01%
98,036
-1,966
983
$1.08M 0.01%
18,658
+522
984
$1.08M 0.01%
8,290
-576
985
$1.08M 0.01%
6,719
+1,675
986
$1.07M 0.01%
96,241
+10,615
987
$1.07M 0.01%
17,382
-38,115
988
$1.07M 0.01%
46,267
+6,395
989
$1.07M 0.01%
38,931
+7,855
990
$1.07M 0.01%
9,795
991
$1.07M 0.01%
46,591
-12,951
992
$1.06M 0.01%
12,132
-545
993
$1.06M 0.01%
+23,086
994
$1.06M 0.01%
86,109
+3,692
995
$1.06M 0.01%
15,391
-14
996
$1.06M 0.01%
16,998
+2,821
997
$1.06M 0.01%
15,651
+408
998
$1.05M 0.01%
36,295
+14,569
999
$1.05M 0.01%
34,255
+1,836
1000
$1.05M 0.01%
209,191
-33,476
38 39
40
41 42