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
1176
$650K 0.01%
83,055
1177
$650K 0.01%
18,260
+1,306
1178
$649K 0.01%
17,564
-3,440
1179
$648K 0.01%
28,490
-240,345
1180
$648K 0.01%
8,755
+979
1181
$647K 0.01%
29,101
+1,661
1182
$647K 0.01%
17,532
+156
1183
$646K 0.01%
+20,403
1184
$646K 0.01%
+135,979
1185
$644K 0.01%
8,360
-1,730
1186
$644K 0.01%
5,904
+465
1187
$641K 0.01%
3,447
-15,161
1188
$640K 0.01%
20,711
+1,295
1189
$640K 0.01%
33,234
+5,484
1190
$639K 0.01%
71,013
+4,424
1191
$638K 0.01%
20,024
-11,949
1192
$637K 0.01%
9,460
+3
1193
$637K 0.01%
1,127
+35
1194
$637K 0.01%
29,045
-82,749
1195
$635K 0.01%
10,891
+173
1196
$635K 0.01%
4,971
+1,311
1197
$633K 0.01%
12,630
+1,856
1198
$631K 0.01%
+44,914
1199
$630K 0.01%
55,192
1200
$628K 0.01%
44,285
+4,983
46 47
48
49 50