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 6.59%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$452K ﹤0.01%
12,888
+508
1502
$452K ﹤0.01%
+18,155
1503
$451K ﹤0.01%
5,487
+600
1504
$451K ﹤0.01%
17,108
+504
1505
$450K ﹤0.01%
7,120
-195
1506
$450K ﹤0.01%
57,960
-11,054
1507
$450K ﹤0.01%
10,985
-9,051
1508
$449K ﹤0.01%
+11,872
1509
$449K ﹤0.01%
13,775
-2,684
1510
$448K ﹤0.01%
2,618
+167
1511
$448K ﹤0.01%
499
+188
1512
$447K ﹤0.01%
8,307
+207
1513
$447K ﹤0.01%
16,279
-20,100
1514
$446K ﹤0.01%
4,370
+53
1515
$445K ﹤0.01%
9,849
-492
1516
$444K ﹤0.01%
4,924
+277
1517
$444K ﹤0.01%
6,038
+146
1518
$444K ﹤0.01%
6,033
+1,904
1519
$443K ﹤0.01%
3,957
-305
1520
$441K ﹤0.01%
8,884
+45
1521
$441K ﹤0.01%
20,044
-1,228
1522
$441K ﹤0.01%
26,998
-432
1523
$441K ﹤0.01%
21,932
-1,837
1524
$440K ﹤0.01%
+10,260
1525
$440K ﹤0.01%
32,931
-1,991
59 60
61
62 63