Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.47B
AUM Growth
+$600M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,316
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$38.6M
3
+$29.1M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$25.3M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$24.5M

Top Sells

1
+$23.2M
2
+$19.9M
3
+$18.6M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$16.3M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$13.5M

Sector Composition

1 Technology 5.55%
2 Financials 4.7%
3 Healthcare 4.16%
4 Industrials 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$313K ﹤0.01%
3,188
-45
1702
$312K ﹤0.01%
16,302
-799
1703
$312K ﹤0.01%
13,405
+303
1704
$312K ﹤0.01%
6,985
-2,844
1705
$312K ﹤0.01%
8,174
1706
$311K ﹤0.01%
1,956
-12
1707
$309K ﹤0.01%
43,682
-1,307
1708
$309K ﹤0.01%
7,996
-36
1709
$308K ﹤0.01%
6,902
-534
1710
$308K ﹤0.01%
11,058
-64
1711
$308K ﹤0.01%
8,066
-2,152
1712
$308K ﹤0.01%
2,951
+730
1713
$308K ﹤0.01%
3,155
+362
1714
$306K ﹤0.01%
19,660
+1,300
1715
$305K ﹤0.01%
5,418
+90
1716
$305K ﹤0.01%
19,068
-169,934
1717
$304K ﹤0.01%
+8,314
1718
$303K ﹤0.01%
24,945
+200
1719
$303K ﹤0.01%
18,345
-3,542
1720
$302K ﹤0.01%
2,788
-14
1721
$302K ﹤0.01%
6,707
+27
1722
$301K ﹤0.01%
5,587
+193
1723
$301K ﹤0.01%
17,729
+4,091
1724
$301K ﹤0.01%
8,826
+1,231
1725
$300K ﹤0.01%
9,424
-453
67 68
69
70 71