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
1251
$557K 0.01%
12,926
-18,156
1252
$556K 0.01%
+32,000
1253
$555K 0.01%
53,087
+18,886
1254
$555K 0.01%
61,547
+2,118
1255
$554K 0.01%
42,918
+792
1256
$553K 0.01%
28,791
+3
1257
$553K 0.01%
13,636
-4,376
1258
$552K 0.01%
14,777
+178
1259
$551K 0.01%
18,290
1260
$551K 0.01%
14,849
-452
1261
$550K 0.01%
2,959
+117
1262
$550K 0.01%
17,162
-3
1263
$549K 0.01%
10,484
+1,541
1264
$549K 0.01%
14,243
+4,229
1265
$548K 0.01%
+10,441
1266
$548K 0.01%
17,456
+1,964
1267
$545K 0.01%
29,043
+6,125
1268
$544K 0.01%
7,069
1269
$543K 0.01%
30,508
+2,570
1270
$543K 0.01%
9,554
-2,190
1271
$541K 0.01%
+191,164
1272
$540K 0.01%
22,265
+708
1273
$536K 0.01%
7,638
-876
1274
$536K 0.01%
12,069
-2,521
1275
$535K 0.01%
+835
49 50
51
52 53