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
1126
$699K 0.01%
54,081
-1,695
1127
$699K 0.01%
24,043
+957
1128
$698K 0.01%
11,961
-5,509
1129
$696K 0.01%
13,254
+554
1130
$695K 0.01%
46,999
+6,953
1131
$691K 0.01%
33,292
-3,765
1132
$690K 0.01%
14,571
-3,206
1133
$688K 0.01%
41,074
-5,517
1134
$687K 0.01%
27,694
1135
$686K 0.01%
18,167
+4,075
1136
$685K 0.01%
4,080
+153
1137
$684K 0.01%
113,998
+4,000
1138
$684K 0.01%
12,043
+6,010
1139
$683K 0.01%
11,150
+500
1140
$682K 0.01%
31,459
-538
1141
$682K 0.01%
40,917
-242
1142
$681K 0.01%
43,591
-29,024
1143
$681K 0.01%
22,731
-3,552
1144
$680K 0.01%
15,637
+1,034
1145
$680K 0.01%
27,006
-445
1146
$680K 0.01%
22,138
-17,937
1147
$679K 0.01%
22,849
+1,067
1148
$679K 0.01%
8,864
-558
1149
$676K 0.01%
14,243
+3,182
1150
$676K 0.01%
22,504
-1,439
44 45
46
47 48