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
1451
$396K ﹤0.01%
20,110
-3,386
1452
$396K ﹤0.01%
43,703
+1,649
1453
$396K ﹤0.01%
+5,337
1454
$396K ﹤0.01%
+4,303
1455
$395K ﹤0.01%
43,185
-1,500
1456
$395K ﹤0.01%
6,216
-5,361
1457
$394K ﹤0.01%
26,692
+2,956
1458
$394K ﹤0.01%
14,295
-2,890
1459
$394K ﹤0.01%
27,490
-4,500
1460
$393K ﹤0.01%
11,067
-1,431
1461
$393K ﹤0.01%
40,959
1462
$393K ﹤0.01%
9,756
+554
1463
$392K ﹤0.01%
18,669
-1,570
1464
$392K ﹤0.01%
8,972
-10,608
1465
$390K ﹤0.01%
+13,700
1466
$390K ﹤0.01%
9,187
-8,418
1467
$390K ﹤0.01%
1,870
1468
$390K ﹤0.01%
3,837
-56
1469
$390K ﹤0.01%
52,337
-14,655
1470
$389K ﹤0.01%
+16,371
1471
$389K ﹤0.01%
15,506
+480
1472
$389K ﹤0.01%
7,308
+716
1473
$389K ﹤0.01%
40,877
-27
1474
$387K ﹤0.01%
27,148
-208
1475
$387K ﹤0.01%
3,505
+530
57 58
59
60 61