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
1351
$477K 0.01%
6,045
+1,932
1352
$476K 0.01%
42,917
+2,417
1353
$475K 0.01%
6,591
-1,047
1354
$474K 0.01%
22,321
-4,521
1355
$473K 0.01%
1,454
-8,327
1356
$471K 0.01%
+13,007
1357
$470K 0.01%
11,274
+1,192
1358
$469K 0.01%
39,977
+3,098
1359
$468K 0.01%
34,199
-6,516
1360
$468K 0.01%
79,888
+16,463
1361
$468K 0.01%
3,342
+631
1362
$467K 0.01%
663
-119
1363
$466K 0.01%
8,155
-216
1364
$465K 0.01%
4,706
-7,316
1365
$464K 0.01%
15,488
-1,348
1366
$464K 0.01%
14,492
+494
1367
$463K 0.01%
46,750
+5,600
1368
$461K 0.01%
+32,447
1369
$460K 0.01%
6,393
+526
1370
$459K 0.01%
+535
1371
$458K 0.01%
4,606
+7
1372
$456K 0.01%
12,952
-2,060
1373
$456K 0.01%
23,589
+9,645
1374
$455K 0.01%
2,160
-197
1375
$455K 0.01%
5,931
-137
53 54
55
56 57