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 6.58%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$721K 0.01%
14,709
-5,479
1227
$721K 0.01%
10,014
+4,983
1228
$717K 0.01%
42,366
-2,488
1229
$717K 0.01%
23,034
-5,920
1230
$717K 0.01%
9,863
+1,105
1231
$716K 0.01%
33,290
+7,693
1232
$715K 0.01%
8,327
+1,387
1233
$715K 0.01%
27,440
+125
1234
$714K 0.01%
39,336
-1,359
1235
$714K 0.01%
12,676
+3,186
1236
$709K 0.01%
109,998
-748
1237
$707K 0.01%
5,542
-492
1238
$706K 0.01%
10,971
+55
1239
$703K 0.01%
21,928
-37,792
1240
$703K 0.01%
39,302
+521
1241
$696K 0.01%
2,842
-538
1242
$695K 0.01%
83,055
+21,771
1243
$695K 0.01%
28,226
+1,268
1244
$694K 0.01%
24,900
+17,037
1245
$694K 0.01%
3,927
-246
1246
$691K 0.01%
13,972
+1,020
1247
$691K 0.01%
19,027
+517
1248
$690K 0.01%
16,943
-2,922
1249
$689K 0.01%
59,717
+7,939
1250
$687K 0.01%
25,109
+283
48 49
50
51 52