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
1526
$362K ﹤0.01%
12,195
-713
1527
$361K ﹤0.01%
15,573
-261
1528
$361K ﹤0.01%
12,710
-400
1529
$360K ﹤0.01%
7,171
+403
1530
$360K ﹤0.01%
77,274
-2,151
1531
$360K ﹤0.01%
11,078
+157
1532
$359K ﹤0.01%
12,345
-4,598
1533
$359K ﹤0.01%
42,704
+21,456
1534
$358K ﹤0.01%
17,554
-12,293
1535
$358K ﹤0.01%
25,558
-6,552
1536
$358K ﹤0.01%
8,927
-17,522
1537
$358K ﹤0.01%
3,369
-414
1538
$357K ﹤0.01%
19,754
-2,724
1539
$357K ﹤0.01%
21,636
+4,889
1540
$356K ﹤0.01%
64,533
-22,132
1541
$356K ﹤0.01%
4,545
+1,214
1542
$355K ﹤0.01%
+7,207
1543
$354K ﹤0.01%
33,163
-4,216
1544
$353K ﹤0.01%
7,337
-2,824
1545
$352K ﹤0.01%
61,186
+2,226
1546
$352K ﹤0.01%
4,128
-2,333
1547
$352K ﹤0.01%
30,675
-44
1548
$352K ﹤0.01%
+57,142
1549
$351K ﹤0.01%
26,568
-725
1550
$351K ﹤0.01%
14,169
+1,037
60 61
62
63 64