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
1151
$675K 0.01%
53,308
-40,778
1152
$673K 0.01%
2,361
+117
1153
$673K 0.01%
23,705
+3,110
1154
$672K 0.01%
16,498
+1,198
1155
$668K 0.01%
14,508
+12,345
1156
$667K 0.01%
+33,251
1157
$667K 0.01%
33,745
-4,513
1158
$667K 0.01%
35,832
+1,522
1159
$666K 0.01%
11,149
-1,162
1160
$666K 0.01%
12,824
-396
1161
$665K 0.01%
527
1162
$664K 0.01%
19,373
+1,152
1163
$664K 0.01%
43,955
-8,876
1164
$663K 0.01%
43,162
+796
1165
$660K 0.01%
19,895
+1,607
1166
$659K 0.01%
46,993
+2,279
1167
$659K 0.01%
20,360
-303
1168
$656K 0.01%
6,282
+26
1169
$656K 0.01%
27,826
+15,511
1170
$655K 0.01%
21,820
+4,037
1171
$654K 0.01%
73,863
+2,119
1172
$653K 0.01%
48,442
-1,943
1173
$653K 0.01%
4,979
+808
1174
$651K 0.01%
26,156
+2,325
1175
$650K 0.01%
+10,290
45 46
47
48 49