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
976
$919K 0.01%
16,371
-1,581
977
$918K 0.01%
11,082
-94
978
$917K 0.01%
7,540
-2,247
979
$917K 0.01%
18,412
+1,077
980
$916K 0.01%
32,751
+877
981
$915K 0.01%
22,972
-18,999
982
$914K 0.01%
22,114
+4,410
983
$912K 0.01%
12,756
+282
984
$912K 0.01%
34,152
+12,224
985
$912K 0.01%
37,056
+26,595
986
$911K 0.01%
31,580
-1,852
987
$905K 0.01%
96,563
-1,473
988
$904K 0.01%
13,480
+4,186
989
$904K 0.01%
17,185
+1,447
990
$902K 0.01%
48,001
+1,734
991
$900K 0.01%
51,926
-5,503
992
$896K 0.01%
21,128
-112,580
993
$894K 0.01%
53,540
+2,740
994
$892K 0.01%
105,324
-13,882
995
$891K 0.01%
6,774
+126
996
$890K 0.01%
+7,476
997
$888K 0.01%
18,103
+3,394
998
$887K 0.01%
14,514
-371
999
$887K 0.01%
7,095
-854
1000
$887K 0.01%
12,110
-4,159
38 39
40
41 42