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
1551
$351K ﹤0.01%
6,929
+312
1552
$351K ﹤0.01%
+17,597
1553
$350K ﹤0.01%
8,126
-44
1554
$350K ﹤0.01%
25,840
+7,537
1555
$350K ﹤0.01%
26,369
-3,417
1556
$349K ﹤0.01%
11,329
-8,134
1557
$349K ﹤0.01%
11,950
+186
1558
$348K ﹤0.01%
+15,060
1559
$348K ﹤0.01%
13,717
-1,577
1560
$347K ﹤0.01%
16,976
-1,341
1561
$347K ﹤0.01%
703
-89
1562
$346K ﹤0.01%
13,383
+2,748
1563
$345K ﹤0.01%
26,681
+1,953
1564
$345K ﹤0.01%
27,738
-967
1565
$345K ﹤0.01%
203
+59
1566
$344K ﹤0.01%
51,157
+1,490
1567
$344K ﹤0.01%
25,684
+2,246
1568
$343K ﹤0.01%
10,552
-3,098
1569
$343K ﹤0.01%
13,146
+2,246
1570
$343K ﹤0.01%
818
+319
1571
$342K ﹤0.01%
5,174
+174
1572
$342K ﹤0.01%
7,139
+182
1573
$341K ﹤0.01%
35,701
+11,883
1574
$341K ﹤0.01%
+18,648
1575
$340K ﹤0.01%
23,947
+10,750
61 62
63
64 65