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 6.58%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$439K ﹤0.01%
29,786
+1,889
1527
$439K ﹤0.01%
13,110
-405
1528
$438K ﹤0.01%
18,212
+9,869
1529
$436K ﹤0.01%
11,288
+2,483
1530
$435K ﹤0.01%
3,894
+739
1531
$435K ﹤0.01%
32,120
-185
1532
$434K ﹤0.01%
8,974
+161
1533
$433K ﹤0.01%
12,579
+3,318
1534
$433K ﹤0.01%
20,753
+2,005
1535
$431K ﹤0.01%
11,764
+1,276
1536
$431K ﹤0.01%
10,921
+161
1537
$430K ﹤0.01%
5,930
1538
$428K ﹤0.01%
1,998
-1,009
1539
$427K ﹤0.01%
1,888
+75
1540
$427K ﹤0.01%
+27,984
1541
$426K ﹤0.01%
9,210
+51
1542
$425K ﹤0.01%
20,973
-10,416
1543
$425K ﹤0.01%
13,444
+2,150
1544
$424K ﹤0.01%
4,770
+14
1545
$422K ﹤0.01%
15,191
+114
1546
$421K ﹤0.01%
7,251
+1,219
1547
$421K ﹤0.01%
6,413
-5,306
1548
$419K ﹤0.01%
13,259
+465
1549
$419K ﹤0.01%
3,017
+722
1550
$419K ﹤0.01%
5,867
+2,073
60 61
62
63 64