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
1426
$412K ﹤0.01%
94,025
+61,698
1427
$412K ﹤0.01%
19,582
-631
1428
$411K ﹤0.01%
36,252
+11,525
1429
$411K ﹤0.01%
+20,883
1430
$409K ﹤0.01%
5,010
-123
1431
$409K ﹤0.01%
+7,320
1432
$409K ﹤0.01%
1,459
-68
1433
$409K ﹤0.01%
42,394
+3,040
1434
$408K ﹤0.01%
15,646
+2,542
1435
$407K ﹤0.01%
4,889
-32,850
1436
$404K ﹤0.01%
32,421
-6,915
1437
$404K ﹤0.01%
7,842
+1,080
1438
$403K ﹤0.01%
9,044
-118
1439
$403K ﹤0.01%
9,435
-238
1440
$403K ﹤0.01%
5,284
+1,303
1441
$402K ﹤0.01%
15,106
-934
1442
$402K ﹤0.01%
21,318
+1,274
1443
$402K ﹤0.01%
+7,103
1444
$402K ﹤0.01%
5,115
+908
1445
$400K ﹤0.01%
28,067
-6,075
1446
$399K ﹤0.01%
1,409
+185
1447
$399K ﹤0.01%
15,565
+5,808
1448
$399K ﹤0.01%
5,655
-3,885
1449
$398K ﹤0.01%
16,991
+2,929
1450
$396K ﹤0.01%
12,718
+82
56 57
58
59 60