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 6.59%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$394K ﹤0.01%
8,931
-295
1602
$393K ﹤0.01%
12,908
-219
1603
$393K ﹤0.01%
105,407
-6,715
1604
$392K ﹤0.01%
40,959
+10,200
1605
$391K ﹤0.01%
1,224
-41
1606
$391K ﹤0.01%
5,635
+541
1607
$390K ﹤0.01%
7,094
+1,108
1608
$390K ﹤0.01%
14,000
-8,584
1609
$389K ﹤0.01%
6,617
+2,544
1610
$389K ﹤0.01%
9,406
+1,394
1611
$389K ﹤0.01%
26,315
+770
1612
$388K ﹤0.01%
5,739
-368
1613
$386K ﹤0.01%
10,427
-1,585
1614
$386K ﹤0.01%
+6,441
1615
$385K ﹤0.01%
16,376
+2,032
1616
$383K ﹤0.01%
12,962
-2,456
1617
$383K ﹤0.01%
18,138
-64
1618
$383K ﹤0.01%
28,900
+5,600
1619
$383K ﹤0.01%
2,225
+55
1620
$382K ﹤0.01%
5,609
1621
$382K ﹤0.01%
7,717
+479
1622
$382K ﹤0.01%
11,738
+2,806
1623
$382K ﹤0.01%
3,971
-3,262
1624
$381K ﹤0.01%
10,991
+2,165
1625
$381K ﹤0.01%
15,294
+2,276
63 64
65
66 67