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
1401
$535K 0.01%
40,500
+29,700
1402
$534K 0.01%
4,095
-484
1403
$533K 0.01%
8,514
-48
1404
$533K 0.01%
16,456
+2,209
1405
$533K 0.01%
31,371
+784
1406
$532K 0.01%
20,513
+2,471
1407
$531K 0.01%
46,446
+3,102
1408
$530K 0.01%
13,428
-1,975
1409
$529K 0.01%
+17,845
1410
$529K 0.01%
5,932
+1,077
1411
$527K 0.01%
50,741
+14,977
1412
$526K 0.01%
13,998
+917
1413
$526K 0.01%
7,045
+409
1414
$523K 0.01%
31,398
-757
1415
$522K 0.01%
403
-150
1416
$522K 0.01%
17,165
-391
1417
$519K 0.01%
34,887
-1,197
1418
$519K 0.01%
11,825
+98
1419
$517K ﹤0.01%
72
1420
$516K ﹤0.01%
11,061
-3,793
1421
$516K ﹤0.01%
73,429
-721
1422
$515K ﹤0.01%
6,618
+743
1423
$514K ﹤0.01%
9,673
-1,096
1424
$513K ﹤0.01%
15,026
+3,968
1425
$513K ﹤0.01%
4,348
-642
55 56
57
58 59