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
1226
$593K 0.01%
7,149
+779
1227
$592K 0.01%
14,092
+120
1228
$591K 0.01%
+23,886
1229
$589K 0.01%
41,846
-451
1230
$588K 0.01%
23,045
+2,798
1231
$587K 0.01%
+13,257
1232
$586K 0.01%
8,102
+387
1233
$585K 0.01%
14,846
-4,329
1234
$585K 0.01%
+25,000
1235
$580K 0.01%
3,047
+2,059
1236
$577K 0.01%
9,053
+686
1237
$576K 0.01%
29,165
+2,475
1238
$576K 0.01%
25,101
+8,710
1239
$573K 0.01%
44,950
-741
1240
$572K 0.01%
34,728
-6,710
1241
$572K 0.01%
6,788
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1242
$568K 0.01%
11,192
-22
1243
$563K 0.01%
21,499
+11,042
1244
$562K 0.01%
7,440
+50
1245
$562K 0.01%
6,737
-241
1246
$561K 0.01%
+11,862
1247
$561K 0.01%
20,231
1248
$560K 0.01%
7,038
+1,551
1249
$560K 0.01%
23,806
-12
1250
$558K 0.01%
9,466
+1,302
48 49
50
51 52