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
1376
$455K 0.01%
4,166
-2,227
1377
$454K 0.01%
5,411
-4,485
1378
$454K 0.01%
6,123
+85
1379
$453K 0.01%
18,155
1380
$452K 0.01%
4,997
+942
1381
$452K 0.01%
20,316
+2,316
1382
$452K 0.01%
33,195
+4,013
1383
$451K 0.01%
7,266
-67
1384
$451K 0.01%
12,554
+729
1385
$451K 0.01%
5,452
+1,456
1386
$451K 0.01%
41,012
-579
1387
$450K 0.01%
42,741
+173
1388
$449K 0.01%
17,402
-29,725
1389
$449K 0.01%
15,137
-7,317
1390
$448K 0.01%
24,920
-2,210
1391
$445K ﹤0.01%
15,006
+2,038
1392
$445K ﹤0.01%
9,050
+649
1393
$444K ﹤0.01%
11,353
+403
1394
$444K ﹤0.01%
+10,563
1395
$443K ﹤0.01%
17,174
+4,960
1396
$441K ﹤0.01%
5,482
+709
1397
$440K ﹤0.01%
7,007
-38
1398
$440K ﹤0.01%
15,450
+100
1399
$439K ﹤0.01%
+17,790
1400
$439K ﹤0.01%
7,848
-139
54 55
56
57 58