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 4.92%
3 Healthcare 4.62%
4 Consumer Discretionary 3.54%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.9M 0.14%
196,749
+41,905
152
$12.6M 0.14%
127,452
-51,606
153
$12.4M 0.14%
54,925
-8,978
154
$12.4M 0.14%
3,705,000
-1,995,000
155
$12.1M 0.13%
900,852
-1,397,315
156
$11.9M 0.13%
125,443
+1,560
157
$11.9M 0.13%
39
+5
158
$11.7M 0.13%
343,541
+112,412
159
$11.6M 0.13%
118,677
+7,374
160
$11.5M 0.13%
213,448
-58,714
161
$11.5M 0.13%
87,642
-14,464
162
$11.4M 0.13%
463,665
-61,975
163
$11.4M 0.13%
100,139
+95,724
164
$11.3M 0.12%
171,835
+13,583
165
$11.1M 0.12%
66,492
-38,636
166
$11.1M 0.12%
165,445
-30,336
167
$11.1M 0.12%
54,362
-37,737
168
$10.9M 0.12%
285,386
+73,199
169
$10.9M 0.12%
169,603
+851
170
$10.9M 0.12%
225,918
+41,343
171
$10.8M 0.12%
193,049
+59,468
172
$10.8M 0.12%
1,079,544
-137,532
173
$10.8M 0.12%
207,364
-23,466
174
$10.8M 0.12%
247,928
+20,436
175
$10.7M 0.12%
509,661
-63,455
5 6
7
8 9