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
1626
$381K ﹤0.01%
20,665
-31,052
1627
$381K ﹤0.01%
30,881
+10,901
1628
$380K ﹤0.01%
34,201
+21,671
1629
$378K ﹤0.01%
4,727
+1,475
1630
$378K ﹤0.01%
9,689
+33
1631
$378K ﹤0.01%
4,113
+684
1632
$378K ﹤0.01%
21,670
+9,907
1633
$376K ﹤0.01%
6,543
-338
1634
$374K ﹤0.01%
58,960
-108,870
1635
$374K ﹤0.01%
29,230
-1,000
1636
$373K ﹤0.01%
3,322
-109
1637
$373K ﹤0.01%
33,635
-28,105
1638
$373K ﹤0.01%
11,620
-8,695
1639
$373K ﹤0.01%
12,934
-715
1640
$373K ﹤0.01%
3,331
+143
1641
$372K ﹤0.01%
12,220
+1,342
1642
$371K ﹤0.01%
18,307
-502
1643
$371K ﹤0.01%
11,936
-3,533
1644
$370K ﹤0.01%
2,354
+137
1645
$370K ﹤0.01%
3,674
+296
1646
$370K ﹤0.01%
31,125
+296
1647
$370K ﹤0.01%
3,509
+2
1648
$369K ﹤0.01%
5,412
-210
1649
$369K ﹤0.01%
6,284
+208
1650
$369K ﹤0.01%
+9,179
64 65
66
67 68