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
1701
$282K ﹤0.01%
5,300
+381
1702
$282K ﹤0.01%
11,382
+1,792
1703
$282K ﹤0.01%
11,469
-1,975
1704
$280K ﹤0.01%
39,465
-6,981
1705
$280K ﹤0.01%
22,566
+213
1706
$278K ﹤0.01%
18,131
-34,329
1707
$278K ﹤0.01%
1,584
+388
1708
$277K ﹤0.01%
5,913
-156
1709
$277K ﹤0.01%
1,267
+1
1710
$276K ﹤0.01%
7,684
-18,300
1711
$276K ﹤0.01%
11,137
+69
1712
$276K ﹤0.01%
6,958
+229
1713
$275K ﹤0.01%
5,531
+100
1714
$273K ﹤0.01%
8,373
+455
1715
$272K ﹤0.01%
4,805
-320
1716
$272K ﹤0.01%
4,245
+85
1717
$271K ﹤0.01%
+7,459
1718
$271K ﹤0.01%
14,674
+120
1719
$271K ﹤0.01%
+11,017
1720
$271K ﹤0.01%
23,210
+2
1721
$271K ﹤0.01%
11,351
-1,583
1722
$270K ﹤0.01%
2,377
+96
1723
$270K ﹤0.01%
6,722
+500
1724
$270K ﹤0.01%
16,770
+4,630
1725
$270K ﹤0.01%
+4,295
67 68
69
70 71