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
1576
$340K ﹤0.01%
29,578
-1,303
1577
$339K ﹤0.01%
1,971
-631
1578
$339K ﹤0.01%
18,216
-91
1579
$338K ﹤0.01%
3,004
-1,091
1580
$338K ﹤0.01%
+23,185
1581
$338K ﹤0.01%
1,792
+72
1582
$337K ﹤0.01%
4,912
-12
1583
$337K ﹤0.01%
15,195
+6,824
1584
$337K ﹤0.01%
5,058
+524
1585
$336K ﹤0.01%
49,224
+1,009
1586
$336K ﹤0.01%
59,829
-29,597
1587
$335K ﹤0.01%
5,038
+311
1588
$335K ﹤0.01%
32,530
-904
1589
$335K ﹤0.01%
25,050
+3,063
1590
$333K ﹤0.01%
8,612
+1,491
1591
$333K ﹤0.01%
12,326
-22,084
1592
$333K ﹤0.01%
21,910
-4,405
1593
$332K ﹤0.01%
3,247
-3,768
1594
$332K ﹤0.01%
19,315
+1,000
1595
$332K ﹤0.01%
7,549
-925
1596
$332K ﹤0.01%
20,589
+2,444
1597
$332K ﹤0.01%
6,548
+105
1598
$332K ﹤0.01%
29,672
+5,953
1599
$331K ﹤0.01%
12,954
-531
1600
$331K ﹤0.01%
12,554
+2,881
62 63
64
65 66