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 4.92%
3 Healthcare 4.62%
4 Consumer Discretionary 3.54%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.2M 0.17%
347,167
+7,312
127
$15.2M 0.17%
119,566
-4,150
128
$15M 0.17%
284,016
-3,747
129
$15M 0.17%
288,239
+119,393
130
$14.9M 0.16%
205,677
-4,601
131
$14.8M 0.16%
12,073,080
-6,000
132
$14.8M 0.16%
822,888
-657,074
133
$14.8M 0.16%
126,586
-53,537
134
$14.4M 0.16%
606,307
-243,775
135
$14.2M 0.16%
222,184
+132,234
136
$14.2M 0.16%
171,338
-10,305
137
$14.1M 0.16%
230,684
-2,200
138
$14M 0.16%
422,947
+183,555
139
$13.9M 0.15%
53,231
-1,083
140
$13.9M 0.15%
127,857
-19,727
141
$13.7M 0.15%
159,196
-8,774
142
$13.6M 0.15%
825,114
+374,811
143
$13.5M 0.15%
436,685
+1,510
144
$13.5M 0.15%
98,294
-10,880
145
$13.3M 0.15%
100,998
-22,153
146
$13.3M 0.15%
285,338
-38,895
147
$13.2M 0.15%
213,154
-146,596
148
$13.1M 0.14%
115,701
-21,600
149
$13M 0.14%
493,352
+31,299
150
$13M 0.14%
964,592
+56,434
4 5
6
7 8