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 4.92%
3 Healthcare 4.62%
4 Consumer Discretionary 3.54%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19.8M 0.22%
195,595
+12,618
102
$19.7M 0.22%
505,293
-33,004
103
$19.5M 0.22%
225,974
-3,854
104
$19.5M 0.22%
242,068
-203,628
105
$19.3M 0.21%
525,751
+22,549
106
$19.1M 0.21%
172,505
-1,603
107
$18.9M 0.21%
552,040
-127,730
108
$18.4M 0.2%
641,108
+229,669
109
$18M 0.2%
167,057
+6,240
110
$18M 0.2%
157,466
-57,922
111
$17.7M 0.2%
378,232
-17,120
112
$17.7M 0.2%
152,644
-2,549
113
$17.6M 0.19%
657,610
+7,000
114
$17.5M 0.19%
195,930
-8,037
115
$16.8M 0.19%
378,114
+17,824
116
$16.6M 0.18%
534,531
+16,047
117
$16.6M 0.18%
103,315
-46,989
118
$16.5M 0.18%
1,090,072
-107,872
119
$16.2M 0.18%
815,140
+66,130
120
$16.2M 0.18%
317,719
+13,945
121
$16.2M 0.18%
83,232
+793
122
$16.2M 0.18%
351,241
-15,449
123
$16M 0.18%
770,321
+332,481
124
$15.9M 0.18%
262,273
+4,733
125
$15.4M 0.17%
102,161
-8,218
3 4
5
6 7