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
$10.5B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,367
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$29.4M
3
+$25.1M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$25.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$22.4M

Top Sells

1
+$28.9M
2
+$22.7M
3
+$21.2M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$20.9M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$15.9M

Sector Composition

1 Technology 6.58%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$583K 0.01%
55,192
-3,685
1352
$582K 0.01%
32,110
+11,200
1353
$582K 0.01%
59,429
+2,020
1354
$580K 0.01%
22,918
+14,358
1355
$580K 0.01%
3,660
+654
1356
$575K 0.01%
15,032
+3,041
1357
$574K 0.01%
25,190
+5,698
1358
$573K 0.01%
41,591
+8,721
1359
$573K 0.01%
15,492
+1,424
1360
$572K 0.01%
144
-52
1361
$570K 0.01%
32,887
-2,107
1362
$569K 0.01%
11,159
-966
1363
$569K 0.01%
+6,370
1364
$568K 0.01%
9,294
+26
1365
$568K 0.01%
4,713
-98
1366
$568K 0.01%
27,130
-55,370
1367
$567K 0.01%
16,598
-11,524
1368
$565K 0.01%
21,321
+864
1369
$563K 0.01%
29,906
+5,953
1370
$562K 0.01%
10,774
-422
1371
$561K 0.01%
10,795
+1,168
1372
$560K 0.01%
34,142
+445
1373
$560K 0.01%
10,974
+7,134
1374
$559K 0.01%
4,667
+1,314
1375
$559K 0.01%
7,390
+1,395
53 54
55
56 57