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
1026
$1M 0.01%
51,663
-13,248
1027
$998K 0.01%
404
-4
1028
$997K 0.01%
28,697
+15,485
1029
$997K 0.01%
5,770
+91
1030
$996K 0.01%
27,297
+3,136
1031
$995K 0.01%
41,931
-5,586
1032
$992K 0.01%
29,420
+10,083
1033
$988K 0.01%
59,365
+1,404
1034
$988K 0.01%
33,432
-948
1035
$988K 0.01%
26,185
+3,914
1036
$986K 0.01%
34,410
+12,388
1037
$985K 0.01%
3,553
-2,274
1038
$983K 0.01%
22,902
+14,074
1039
$982K 0.01%
25,563
+1,335
1040
$982K 0.01%
13,325
+1,282
1041
$975K 0.01%
14,307
-370
1042
$974K 0.01%
19,878
+1,356
1043
$974K 0.01%
9,896
-2,719
1044
$961K 0.01%
15,252
+1,531
1045
$958K 0.01%
41,438
+3,771
1046
$957K 0.01%
66,892
+4,868
1047
$949K 0.01%
+35,771
1048
$948K 0.01%
9,594
+1,920
1049
$948K 0.01%
37,534
+4,982
1050
$947K 0.01%
40,643
+6,047
40 41
42
43 44