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
1051
$802K 0.01%
38,989
+9,524
1052
$802K 0.01%
30,662
-5,097
1053
$800K 0.01%
31,883
-121,861
1054
$798K 0.01%
45,053
-6,610
1055
$795K 0.01%
33,937
+8,828
1056
$793K 0.01%
88,342
+8
1057
$792K 0.01%
22,842
-2,895
1058
$791K 0.01%
4,948
-5,570
1059
$791K 0.01%
8,882
+3,272
1060
$789K 0.01%
14,511
+28
1061
$783K 0.01%
13,516
-791
1062
$781K 0.01%
20,946
+1,572
1063
$777K 0.01%
+24,893
1064
$777K 0.01%
19,821
+794
1065
$777K 0.01%
7,932
-1,662
1066
$776K 0.01%
39,745
-2,511
1067
$775K 0.01%
66,770
+44,890
1068
$774K 0.01%
29,494
+358
1069
$773K 0.01%
38,220
1070
$773K 0.01%
22,907
-1,316
1071
$772K 0.01%
75,145
+11,151
1072
$770K 0.01%
4,893
-398
1073
$769K 0.01%
15,010
-5,592
1074
$768K 0.01%
7,481
+467
1075
$768K 0.01%
65,964
-14,897
41 42
43
44 45