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 6.58%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15.2M 0.14%
575,526
+241,700
152
$14.9M 0.14%
255,504
-390,592
153
$14.6M 0.14%
269,756
-31,686
154
$14.6M 0.14%
168,789
+14,503
155
$14.3M 0.14%
230,830
+13,850
156
$14.3M 0.14%
102,106
+3,881
157
$14.3M 0.14%
1,217,076
+229,566
158
$14.2M 0.14%
462,053
+300,776
159
$14M 0.13%
123,883
-410
160
$13.7M 0.13%
234,359
+12,100
161
$13.7M 0.13%
164,459
+18,313
162
$13.4M 0.13%
167,970
+8,387
163
$13.4M 0.13%
636,136
+135,708
164
$13.3M 0.13%
251,844
+165,232
165
$13.1M 0.12%
113,662
+2,812
166
$13M 0.12%
111,303
+2,385
167
$13M 0.12%
411,439
+147,078
168
$12.8M 0.12%
232,884
+215
169
$12.5M 0.12%
567,778
+4,244
170
$12.3M 0.12%
437,840
+11,976
171
$12.3M 0.12%
206,289
+200,475
172
$12.2M 0.12%
154,844
+20,389
173
$12.1M 0.12%
172,304
+247
174
$12.1M 0.12%
573,116
-2,678
175
$12M 0.11%
525,640
-7,321
5 6
7
8 9