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
1101
$743K 0.01%
+25,931
1102
$741K 0.01%
37,358
+12,168
1103
$740K 0.01%
5,549
+7
1104
$737K 0.01%
91,150
-7,250
1105
$736K 0.01%
24,881
-1,590
1106
$736K 0.01%
13,239
-11
1107
$732K 0.01%
28,181
+7,817
1108
$731K 0.01%
28,960
+398
1109
$729K 0.01%
15,315
-1,848
1110
$729K 0.01%
10,370
-419
1111
$728K 0.01%
18,928
-1,877
1112
$728K 0.01%
18,318
+8,912
1113
$727K 0.01%
37,036
+236
1114
$726K 0.01%
30,216
+1,990
1115
$725K 0.01%
17,066
+1,708
1116
$723K 0.01%
4,849
+92
1117
$721K 0.01%
19,784
+291
1118
$719K 0.01%
21,376
+2,804
1119
$716K 0.01%
55,247
+4,662
1120
$713K 0.01%
12,143
+638
1121
$708K 0.01%
14,171
+3,416
1122
$707K 0.01%
24,981
+9,790
1123
$705K 0.01%
11,302
+3,511
1124
$702K 0.01%
19,874
+4,842
1125
$702K 0.01%
8,381
-2,179
43 44
45
46 47