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
1301
$517K 0.01%
15,635
-11,995
1302
$516K 0.01%
5,749
-987
1303
$516K 0.01%
5,155
-92
1304
$515K 0.01%
20,543
-778
1305
$515K 0.01%
9,162
+1,064
1306
$514K 0.01%
211
-193
1307
$513K 0.01%
9,610
+3,695
1308
$513K 0.01%
80,969
+5,844
1309
$513K 0.01%
9,861
-2
1310
$511K 0.01%
8,940
+62
1311
$508K 0.01%
13,110
-7,425
1312
$507K 0.01%
18,798
+4
1313
$507K 0.01%
17,700
+8,950
1314
$506K 0.01%
7,292
-84
1315
$506K 0.01%
7,929
-450
1316
$505K 0.01%
8,839
+2,367
1317
$505K 0.01%
5,309
+225
1318
$505K 0.01%
+127,632
1319
$504K 0.01%
48,280
+4,860
1320
$503K 0.01%
17,701
-6,158
1321
$502K 0.01%
14,968
-5,006
1322
$502K 0.01%
11,215
+300
1323
$501K 0.01%
9,357
+968
1324
$499K 0.01%
17,308
-304
1325
$498K 0.01%
13,068
+3,091
51 52
53
54 55