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
1076
$768K 0.01%
137,318
+58,730
1077
$768K 0.01%
26,107
-2,659
1078
$766K 0.01%
38,590
+2,819
1079
$766K 0.01%
14,468
-923
1080
$766K 0.01%
40,319
-39,702
1081
$764K 0.01%
19,283
-596
1082
$764K 0.01%
86,314
+363
1083
$762K 0.01%
21,586
+3,628
1084
$761K 0.01%
26,990
-2,597
1085
$760K 0.01%
7,557
+594
1086
$760K 0.01%
16,843
+775
1087
$759K 0.01%
22,473
+567
1088
$757K 0.01%
11,818
+741
1089
$756K 0.01%
49,263
+7,358
1090
$755K 0.01%
90,514
-4,200
1091
$755K 0.01%
14,845
-36
1092
$752K 0.01%
4,428
-4,405
1093
$751K 0.01%
16,331
+891
1094
$750K 0.01%
2,657
-1,485
1095
$750K 0.01%
8,400
-222
1096
$749K 0.01%
34,746
+386
1097
$748K 0.01%
29,387
-4,868
1098
$747K 0.01%
48,733
+3,173
1099
$747K 0.01%
43,858
+594
1100
$744K 0.01%
46,414
-1,132
42 43
44
45 46