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
1001
$1.05M 0.01%
108,624
-14,667
1002
$1.05M 0.01%
20,027
+1,098
1003
$1.05M 0.01%
16,130
+591
1004
$1.04M 0.01%
9,397
+439
1005
$1.04M 0.01%
19,580
-18,468
1006
$1.03M 0.01%
36,282
+7,341
1007
$1.03M 0.01%
6,393
+2,596
1008
$1.03M 0.01%
7,401
+267
1009
$1.03M 0.01%
37,057
-868
1010
$1.03M 0.01%
41,930
+11,028
1011
$1.03M 0.01%
6,690
+3,748
1012
$1.03M 0.01%
18,198
+510
1013
$1.02M 0.01%
19,175
-2,233
1014
$1.02M 0.01%
45,564
-992
1015
$1.02M 0.01%
25,114
-1,644
1016
$1.02M 0.01%
53,917
+11,771
1017
$1.02M 0.01%
35,759
+2,994
1018
$1.01M 0.01%
80,861
-1,019
1019
$1.01M 0.01%
6,501
+1,057
1020
$1.01M 0.01%
87,152
+19,991
1021
$1.01M 0.01%
10,090
+2,539
1022
$1.01M 0.01%
48,074
+3,631
1023
$1.01M 0.01%
6,261
-31
1024
$1M 0.01%
20,735
+860
1025
$1M 0.01%
36,800
-2,900
39 40
41
42 43