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
1701
$345K ﹤0.01%
6,236
-50
1702
$344K ﹤0.01%
5,012
+237
1703
$344K ﹤0.01%
49,667
+5,985
1704
$343K ﹤0.01%
13,175
-422
1705
$343K ﹤0.01%
4,439
+92
1706
$343K ﹤0.01%
24,728
-10,112
1707
$343K ﹤0.01%
8,829
+2,589
1708
$342K ﹤0.01%
7,404
1709
$342K ﹤0.01%
24,569
+4,560
1710
$342K ﹤0.01%
2,051
-17
1711
$342K ﹤0.01%
14,209
+135
1712
$342K ﹤0.01%
6,342
+1,287
1713
$341K ﹤0.01%
18,315
1714
$340K ﹤0.01%
+7,670
1715
$340K ﹤0.01%
6,069
+690
1716
$339K ﹤0.01%
21,011
+2,603
1717
$339K ﹤0.01%
5,041
+1,099
1718
$338K ﹤0.01%
+7,040
1719
$336K ﹤0.01%
6,592
-412
1720
$336K ﹤0.01%
8,729
+113
1721
$336K ﹤0.01%
+23,208
1722
$335K ﹤0.01%
1,720
+284
1723
$334K ﹤0.01%
3,546
1724
$333K ﹤0.01%
11,278
+247
1725
$332K ﹤0.01%
+9,657
67 68
69
70 71