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
1651
$304K ﹤0.01%
1,117
-439
1652
$304K ﹤0.01%
2,949
+11
1653
$303K ﹤0.01%
7,122
+36
1654
$303K ﹤0.01%
25,384
-5,712
1655
$303K ﹤0.01%
7,160
+66
1656
$303K ﹤0.01%
12,317
-1,892
1657
$302K ﹤0.01%
17,905
+3,323
1658
$302K ﹤0.01%
96,428
-3,490
1659
$302K ﹤0.01%
26,689
+295
1660
$302K ﹤0.01%
+2,595
1661
$302K ﹤0.01%
9,969
-1,022
1662
$302K ﹤0.01%
5,063
-3,264
1663
$302K ﹤0.01%
2,032
-19
1664
$301K ﹤0.01%
21,801
+790
1665
$301K ﹤0.01%
14,042
+42
1666
$301K ﹤0.01%
+7,773
1667
$300K ﹤0.01%
45,823
+1,835
1668
$300K ﹤0.01%
3,529
+20
1669
$300K ﹤0.01%
25,058
+8,844
1670
$299K ﹤0.01%
8,405
+1,695
1671
$299K ﹤0.01%
6,360
-21,805
1672
$299K ﹤0.01%
12,578
-1,831
1673
$299K ﹤0.01%
3,022
-7,039
1674
$299K ﹤0.01%
40,676
-67,948
1675
$298K ﹤0.01%
18,850
+82
65 66
67
68 69