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
1001
$885K 0.01%
18,386
-234
1002
$883K 0.01%
17,782
-2,096
1003
$883K 0.01%
10,873
-164
1004
$882K 0.01%
11,084
-1,007
1005
$880K 0.01%
3,302
+699
1006
$879K 0.01%
15,708
-1,290
1007
$875K 0.01%
9,795
1008
$873K 0.01%
94,032
-32,329
1009
$871K 0.01%
18,993
+347
1010
$868K 0.01%
42,220
+289
1011
$867K 0.01%
88,486
-6,799
1012
$866K 0.01%
26,126
+563
1013
$860K 0.01%
50,215
+2,141
1014
$859K 0.01%
19,319
-53,347
1015
$856K 0.01%
87,567
-8,674
1016
$852K 0.01%
12,608
-2,532
1017
$851K 0.01%
6,835
-566
1018
$847K 0.01%
+64,733
1019
$846K 0.01%
88,753
+2,644
1020
$845K 0.01%
13,783
+8,815
1021
$843K 0.01%
12,414
+381
1022
$843K 0.01%
4,601
+1,750
1023
$843K 0.01%
19,234
-1,744
1024
$841K 0.01%
45,382
+16,615
1025
$841K 0.01%
29,777
+6,743
39 40
41
42 43