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
1326
$496K 0.01%
+8,977
1327
$495K 0.01%
29,551
+698
1328
$492K 0.01%
393
-10
1329
$492K 0.01%
16,392
+4,012
1330
$491K 0.01%
44,425
+5,950
1331
$490K 0.01%
36,633
+1,746
1332
$490K 0.01%
28,935
-3,952
1333
$488K 0.01%
16,245
+1,937
1334
$488K 0.01%
36,690
+1,485
1335
$488K 0.01%
7,878
+1,893
1336
$487K 0.01%
20,539
+155
1337
$487K 0.01%
105,657
+250
1338
$487K 0.01%
24,684
+1,460
1339
$485K 0.01%
7,692
+350
1340
$483K 0.01%
14,157
-6,536
1341
$481K 0.01%
11,632
+4,228
1342
$481K 0.01%
21,332
+636
1343
$480K 0.01%
43,407
-1,058
1344
$480K 0.01%
4,857
-4,540
1345
$479K 0.01%
10,907
+112
1346
$479K 0.01%
8,955
+544
1347
$479K 0.01%
15,396
+1,773
1348
$479K 0.01%
3,988
+94
1349
$478K 0.01%
17,800
+6,062
1350
$478K 0.01%
20,736
-4,164
52 53
54
55 56