Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.47B
AUM Growth
+$600M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,316
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$38.6M
3
+$29.1M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$25.3M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$24.5M

Top Sells

1
+$23.2M
2
+$19.9M
3
+$18.6M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$16.3M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$13.5M

Sector Composition

1 Technology 5.55%
2 Financials 4.7%
3 Healthcare 4.16%
4 Industrials 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$546K 0.01%
16,097
+9,712
1352
$545K 0.01%
6,940
-768
1353
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18,136
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1354
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2,422
-3,420
1355
$541K 0.01%
+31,660
1356
$540K 0.01%
9,135
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1357
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3,030
-14
1358
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14,540
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1359
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16,459
-1,419
1360
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36,084
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$536K 0.01%
8,498
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1362
$536K 0.01%
14,068
+8,364
1363
$533K 0.01%
14,519
+5,909
1364
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9,268
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1366
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4,601
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5,336
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29,060
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13,332
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10,341
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1371
$526K 0.01%
82,386
-3,353
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$525K 0.01%
17,933
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1373
$524K 0.01%
10,769
+3,817
1374
$524K 0.01%
8,062
-414
1375
$520K 0.01%
10,765
-337
53 54
55
56 57