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
1601
$331K ﹤0.01%
3,539
-809
1602
$330K ﹤0.01%
6,932
+1,784
1603
$329K ﹤0.01%
6,896
-1,933
1604
$328K ﹤0.01%
10,164
-204
1605
$328K ﹤0.01%
1,270
+294
1606
$327K ﹤0.01%
15,311
+1,206
1607
$326K ﹤0.01%
7,075
-642
1608
$326K ﹤0.01%
6,739
-381
1609
$326K ﹤0.01%
52,998
+27,401
1610
$326K ﹤0.01%
26,296
-702
1611
$325K ﹤0.01%
+4,269
1612
$324K ﹤0.01%
3,306
+382
1613
$324K ﹤0.01%
3,887
+743
1614
$323K ﹤0.01%
7,545
-1,162
1615
$323K ﹤0.01%
1,855
-118
1616
$322K ﹤0.01%
27,840
+2,881
1617
$321K ﹤0.01%
16,955
-12,325
1618
$321K ﹤0.01%
5,931
+1
1619
$321K ﹤0.01%
10,178
+2,271
1620
$319K ﹤0.01%
6,192
-186
1621
$318K ﹤0.01%
30,165
-105,828
1622
$318K ﹤0.01%
12,373
+1,770
1623
$318K ﹤0.01%
6,357
+616
1624
$318K ﹤0.01%
8,475
+2,949
1625
$318K ﹤0.01%
27,212
+2,248
63 64
65
66 67