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
$10.5B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,367
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$29.4M
3
+$25.1M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$25.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$22.4M

Top Sells

1
+$28.9M
2
+$22.7M
3
+$21.2M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$20.9M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$15.9M

Sector Composition

1 Technology 6.59%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$22.5M 0.21%
408,280
+213,548
102
$22.3M 0.21%
472,005
+21,089
103
$22.1M 0.21%
503,202
+37,151
104
$22M 0.21%
82,808
+12,329
105
$21.7M 0.21%
131,871
+9,793
106
$21.6M 0.21%
92,099
+42,157
107
$21.3M 0.2%
147,584
-2,646
108
$21.3M 0.2%
395,352
+34,899
109
$21.3M 0.2%
105,128
+32,794
110
$21.2M 0.2%
182,977
+1,276
111
$21.2M 0.2%
180,628
+58,533
112
$21M 0.2%
179,058
+79,742
113
$20.9M 0.2%
160,817
-407
114
$20.7M 0.2%
110,379
+26,620
115
$20.4M 0.19%
215,592
+10,163
116
$20.3M 0.19%
203,967
-840
117
$19.7M 0.19%
1,916,928
+307,568
118
$19.6M 0.19%
123,151
+10,182
119
$19.5M 0.19%
199,406
-3,841
120
$19.5M 0.19%
174,108
+1,990
121
$19.4M 0.19%
172,411
-98,067
122
$19.4M 0.19%
256,331
+7,007
123
$19.3M 0.18%
366,690
-3,388
124
$18.9M 0.18%
123,716
+6,487
125
$18.9M 0.18%
408,228
+13,531
3 4
5
6 7