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
1501
$373K ﹤0.01%
13,547
+585
1502
$372K ﹤0.01%
17,183
+4,604
1503
$372K ﹤0.01%
7,683
-667
1504
$372K ﹤0.01%
26,429
+1,860
1505
$372K ﹤0.01%
11,108
-161
1506
$372K ﹤0.01%
794
+59
1507
$370K ﹤0.01%
11,498
+27
1508
$370K ﹤0.01%
5,609
1509
$369K ﹤0.01%
19,224
-9,267
1510
$369K ﹤0.01%
9,329
-3,294
1511
$368K ﹤0.01%
22,930
+2,482
1512
$367K ﹤0.01%
25,608
+2,833
1513
$367K ﹤0.01%
4,393
+23
1514
$367K ﹤0.01%
36,023
+6,117
1515
$366K ﹤0.01%
27,058
-6,577
1516
$366K ﹤0.01%
59,350
+5,201
1517
$365K ﹤0.01%
7,172
-3,799
1518
$364K ﹤0.01%
12,026
+154
1519
$364K ﹤0.01%
24,427
+7,922
1520
$363K ﹤0.01%
12,846
-4,060
1521
$363K ﹤0.01%
28,766
-2,632
1522
$363K ﹤0.01%
8,814
-4,142
1523
$363K ﹤0.01%
+24,216
1524
$363K ﹤0.01%
880
+8
1525
$363K ﹤0.01%
14,681
+1,422
59 60
61
62 63