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
1451
$495K ﹤0.01%
13,623
+51
1452
$494K ﹤0.01%
10,950
+3,661
1453
$493K ﹤0.01%
5,704
+635
1454
$492K ﹤0.01%
21,319
+8,779
1455
$491K ﹤0.01%
18,317
+403
1456
$491K ﹤0.01%
2,851
+1,417
1457
$491K ﹤0.01%
6,464
+328
1458
$490K ﹤0.01%
37,379
+8,405
1459
$490K ﹤0.01%
7,791
-707
1460
$488K ﹤0.01%
19,260
-221
1461
$488K ﹤0.01%
78,986
-3,400
1462
$487K ﹤0.01%
8,401
+4,542
1463
$486K ﹤0.01%
20,213
+835
1464
$484K ﹤0.01%
10,023
-739
1465
$483K ﹤0.01%
7,376
-76
1466
$481K ﹤0.01%
1,950
+195
1467
$480K ﹤0.01%
6,451
+52
1468
$479K ﹤0.01%
4,415
-186
1469
$479K ﹤0.01%
7,987
+89
1470
$478K ﹤0.01%
27,356
+1,738
1471
$478K ﹤0.01%
20,239
+286
1472
$478K ﹤0.01%
6,957
-13
1473
$476K ﹤0.01%
12,636
-1,883
1474
$474K ﹤0.01%
2,775
+315
1475
$473K ﹤0.01%
2,602
+180
57 58
59
60 61