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
1276
$534K 0.01%
16,030
-426
1277
$533K 0.01%
10,849
+5,166
1278
$533K 0.01%
12,735
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1279
$533K 0.01%
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1280
$533K 0.01%
10,412
-167
1281
$532K 0.01%
23,549
-4,681
1282
$532K 0.01%
10,596
+700
1283
$530K 0.01%
36,053
+6,237
1284
$528K 0.01%
57,162
+6,421
1285
$528K 0.01%
14,588
-616
1286
$527K 0.01%
2,149
+199
1287
$527K 0.01%
14,764
-1,415
1288
$524K 0.01%
34,747
+152
1289
$523K 0.01%
12,503
+5,571
1290
$523K 0.01%
+25,558
1291
$523K 0.01%
+13,229
1292
$522K 0.01%
1,368
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1293
$522K 0.01%
11,196
+884
1294
$521K 0.01%
13,195
+1,200
1295
$520K 0.01%
70,935
+12,975
1296
$518K 0.01%
32,109
+207
1297
$518K 0.01%
9,068
+4,027
1298
$518K 0.01%
10,089
+1,899
1299
$517K 0.01%
15,665
-2,851
1300
$517K 0.01%
14,265
-204
50 51
52
53 54