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
1626
$318K ﹤0.01%
32,441
+9,337
1627
$317K ﹤0.01%
15,632
-744
1628
$317K ﹤0.01%
25,222
-2,865
1629
$316K ﹤0.01%
26,933
+18
1630
$316K ﹤0.01%
31,170
-950
1631
$315K ﹤0.01%
3,499
-3,866
1632
$315K ﹤0.01%
3,445
-21
1633
$315K ﹤0.01%
5,446
-24,170
1634
$315K ﹤0.01%
6,579
-2,028
1635
$314K ﹤0.01%
7,731
+360
1636
$313K ﹤0.01%
7,642
-291,393
1637
$313K ﹤0.01%
6,522
+180
1638
$312K ﹤0.01%
19,035
+6,323
1639
$312K ﹤0.01%
10,922
-5,676
1640
$310K ﹤0.01%
7,300
-304
1641
$310K ﹤0.01%
+8,618
1642
$310K ﹤0.01%
18,451
+3,930
1643
$310K ﹤0.01%
14,160
-1,772
1644
$309K ﹤0.01%
8,137
+1,423
1645
$307K ﹤0.01%
10,862
-2,566
1646
$307K ﹤0.01%
8,207
-1,003
1647
$307K ﹤0.01%
+14,119
1648
$306K ﹤0.01%
8,263
+113
1649
$305K ﹤0.01%
12,360
+2,442
1650
$305K ﹤0.01%
+12,622
64 65
66
67 68