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
1676
$298K ﹤0.01%
7,242
-1,065
1677
$297K ﹤0.01%
3,577
+31
1678
$297K ﹤0.01%
9,631
-26
1679
$296K ﹤0.01%
13,330
-408
1680
$296K ﹤0.01%
10,447
-10,801
1681
$296K ﹤0.01%
+19,644
1682
$296K ﹤0.01%
870
-2
1683
$295K ﹤0.01%
3,517
-4,863
1684
$293K ﹤0.01%
26,419
1685
$293K ﹤0.01%
3,778
+446
1686
$293K ﹤0.01%
26,916
+7,039
1687
$292K ﹤0.01%
10,456
+29
1688
$292K ﹤0.01%
5,702
-33
1689
$291K ﹤0.01%
3,693
-1,020
1690
$291K ﹤0.01%
2,012
+19
1691
$290K ﹤0.01%
2,894
+62
1692
$290K ﹤0.01%
8,701
-3,510
1693
$288K ﹤0.01%
28,435
+938
1694
$286K ﹤0.01%
3,500
1695
$285K ﹤0.01%
3,866
+171
1696
$285K ﹤0.01%
12,472
+1,363
1697
$285K ﹤0.01%
2,032
-25
1698
$284K ﹤0.01%
13,093
-571
1699
$284K ﹤0.01%
5,330
+168
1700
$283K ﹤0.01%
+11,248
66 67
68
69 70