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
1201
$628K 0.01%
12,954
+1,795
1202
$627K 0.01%
42,429
-6,546
1203
$626K 0.01%
17,387
+4,711
1204
$624K 0.01%
46,916
+5,064
1205
$624K 0.01%
6,698
+4,894
1206
$623K 0.01%
7,967
-3,208
1207
$622K 0.01%
12,668
+483
1208
$622K 0.01%
11,459
+639
1209
$621K 0.01%
10,080
-162
1210
$621K 0.01%
4,774
+1,305
1211
$621K 0.01%
53,921
-129,555
1212
$620K 0.01%
14,130
-920
1213
$620K 0.01%
5,916
-566
1214
$619K 0.01%
+27,710
1215
$617K 0.01%
14,186
+8,243
1216
$616K 0.01%
14,786
-361
1217
$611K 0.01%
11,454
-2,946
1218
$610K 0.01%
5,910
+180
1219
$608K 0.01%
11,526
+94
1220
$608K 0.01%
54,568
-5,149
1221
$606K 0.01%
78,371
+3,712
1222
$605K 0.01%
52,422
-6,725
1223
$601K 0.01%
27,860
1224
$600K 0.01%
26,736
+2,716
1225
$598K 0.01%
16,965
+1,067
47 48
49
50 51