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
1476
$387K ﹤0.01%
23,883
-7,488
1477
$386K ﹤0.01%
20,735
+7,315
1478
$386K ﹤0.01%
4,758
-12
1479
$386K ﹤0.01%
8,501
-4,187
1480
$386K ﹤0.01%
5,634
-1,087
1481
$385K ﹤0.01%
5,562
-1,056
1482
$385K ﹤0.01%
19,205
-7,076
1483
$384K ﹤0.01%
9,089
-934
1484
$384K ﹤0.01%
6,570
+831
1485
$384K ﹤0.01%
6,264
-187
1486
$383K ﹤0.01%
9,468
+1,798
1487
$383K ﹤0.01%
18,564
+1,160
1488
$380K ﹤0.01%
8,014
-960
1489
$380K ﹤0.01%
24,399
+3,639
1490
$380K ﹤0.01%
11,929
-19
1491
$379K ﹤0.01%
8,403
-481
1492
$379K ﹤0.01%
15,023
-164
1493
$378K ﹤0.01%
18,196
+1,813
1494
$377K ﹤0.01%
22,524
+5,088
1495
$377K ﹤0.01%
7,206
-10,176
1496
$376K ﹤0.01%
17,905
+1,015
1497
$375K ﹤0.01%
5,606
-29
1498
$375K ﹤0.01%
2,675
-100
1499
$374K ﹤0.01%
1,510
-384
1500
$374K ﹤0.01%
10,960
+1
58 59
60
61 62