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
1726
$269K ﹤0.01%
9,904
-2,984
1727
$269K ﹤0.01%
3,215
+124
1728
$269K ﹤0.01%
4,686
-560
1729
$268K ﹤0.01%
2,327
-27
1730
$268K ﹤0.01%
10,500
+1,035
1731
$267K ﹤0.01%
3,950
-6,819
1732
$267K ﹤0.01%
6,680
-280
1733
$267K ﹤0.01%
5,492
-744
1734
$267K ﹤0.01%
8,225
-504
1735
$266K ﹤0.01%
3,934
+384
1736
$266K ﹤0.01%
15,736
-2,402
1737
$266K ﹤0.01%
22,386
+60
1738
$266K ﹤0.01%
20,153
+309
1739
$266K ﹤0.01%
3,805
+339
1740
$265K ﹤0.01%
13,427
+209
1741
$264K ﹤0.01%
36,813
+31
1742
$263K ﹤0.01%
16,200
-1,170
1743
$263K ﹤0.01%
+21,731
1744
$263K ﹤0.01%
2,704
-313
1745
$263K ﹤0.01%
10,210
+825
1746
$262K ﹤0.01%
4,223
+49
1747
$262K ﹤0.01%
2,739
+505
1748
$262K ﹤0.01%
+33,461
1749
$262K ﹤0.01%
12,744
-4,364
1750
$262K ﹤0.01%
+10,309
68 69
70
71 72