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
1751
$261K ﹤0.01%
13,549
+677
1752
$260K ﹤0.01%
6,330
-525
1753
$259K ﹤0.01%
4,890
+415
1754
$259K ﹤0.01%
6,582
-458
1755
$259K ﹤0.01%
7,452
-334
1756
$257K ﹤0.01%
+6,008
1757
$257K ﹤0.01%
9,702
-8,153
1758
$257K ﹤0.01%
5,972
-651
1759
$257K ﹤0.01%
34,664
+3,047
1760
$257K ﹤0.01%
35,347
+5,250
1761
$257K ﹤0.01%
+19,458
1762
$256K ﹤0.01%
7,950
-8,269
1763
$256K ﹤0.01%
10,183
-1,095
1764
$256K ﹤0.01%
6,164
+378
1765
$256K ﹤0.01%
+3,375
1766
$255K ﹤0.01%
16,478
+739
1767
$255K ﹤0.01%
1,679
-127
1768
$254K ﹤0.01%
6,208
-1,613
1769
$254K ﹤0.01%
20,030
+745
1770
$254K ﹤0.01%
22,412
+480
1771
$253K ﹤0.01%
7,395
-2,294
1772
$253K ﹤0.01%
6,900
-700
1773
$253K ﹤0.01%
9,945
1774
$252K ﹤0.01%
5,955
-588
1775
$251K ﹤0.01%
5,767
-100
69 70
71
72 73