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
1401
$438K ﹤0.01%
35,877
+7,893
1402
$437K ﹤0.01%
3,855
-102
1403
$435K ﹤0.01%
79,120
+14,665
1404
$434K ﹤0.01%
4,679
+1,193
1405
$434K ﹤0.01%
+9,256
1406
$433K ﹤0.01%
4,241
-1,162
1407
$433K ﹤0.01%
8,149
-154
1408
$432K ﹤0.01%
1,765
-7,783
1409
$432K ﹤0.01%
407,740
-89,700
1410
$431K ﹤0.01%
36,998
+5,873
1411
$431K ﹤0.01%
32,148
-783
1412
$427K ﹤0.01%
9,991
-126
1413
$427K ﹤0.01%
20,456
-863
1414
$425K ﹤0.01%
9,291
-3,096
1415
$425K ﹤0.01%
27,566
-2,151
1416
$423K ﹤0.01%
19,272
+12
1417
$423K ﹤0.01%
3,038
+13
1418
$421K ﹤0.01%
35,476
+1,052
1419
$419K ﹤0.01%
11,176
-3,568
1420
$418K ﹤0.01%
21,112
-2,460
1421
$418K ﹤0.01%
24,863
-5,724
1422
$416K ﹤0.01%
20,806
+2,594
1423
$414K ﹤0.01%
6,810
-981
1424
$414K ﹤0.01%
5,473
+312
1425
$413K ﹤0.01%
6,386
-78
55 56
57
58 59