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
1026
$841K 0.01%
13,123
-202
1027
$840K 0.01%
17,432
+3,074
1028
$840K 0.01%
92,328
+33,707
1029
$838K 0.01%
33,676
+3,348
1030
$837K 0.01%
6,616
-103
1031
$837K 0.01%
22,665
-5,680
1032
$836K 0.01%
11,283
+819
1033
$835K 0.01%
8,746
+1,609
1034
$831K 0.01%
16,818
+112
1035
$830K 0.01%
18,985
-2,308
1036
$829K 0.01%
19,208
-2,035
1037
$828K 0.01%
15,681
+5,312
1038
$827K 0.01%
61,464
+2,099
1039
$824K 0.01%
5,670
+142
1040
$824K 0.01%
43,226
-16,719
1041
$822K 0.01%
20,864
-4,520
1042
$819K 0.01%
37,164
-7,091
1043
$818K 0.01%
65,705
-3,079
1044
$817K 0.01%
35,565
-11,562
1045
$815K 0.01%
104,857
+8,052
1046
$815K 0.01%
18,407
-1,879
1047
$814K 0.01%
57,760
-5,975
1048
$808K 0.01%
14,199
+7,786
1049
$807K 0.01%
31,014
-58,914
1050
$806K 0.01%
23,061
+159
40 41
42
43 44