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
1776
$251K ﹤0.01%
14,631
-2,186
1777
$251K ﹤0.01%
30,304
-2,534
1778
$251K ﹤0.01%
9,884
-27,682
1779
$251K ﹤0.01%
5,251
+23
1780
$250K ﹤0.01%
5,623
-555
1781
$250K ﹤0.01%
9,957
1782
$249K ﹤0.01%
+12,139
1783
$249K ﹤0.01%
8,575
-617
1784
$248K ﹤0.01%
7,411
-215
1785
$248K ﹤0.01%
5,159
+1,065
1786
$248K ﹤0.01%
1,674
-1,761
1787
$248K ﹤0.01%
6,768
+31
1788
$248K ﹤0.01%
10,384
-1,899
1789
$247K ﹤0.01%
3,034
-99
1790
$247K ﹤0.01%
8,167
1791
$247K ﹤0.01%
13,398
+779
1792
$246K ﹤0.01%
+14,287
1793
$246K ﹤0.01%
9,987
1794
$245K ﹤0.01%
5,393
+703
1795
$244K ﹤0.01%
6,650
+366
1796
$244K ﹤0.01%
+15,098
1797
$244K ﹤0.01%
+15,535
1798
$242K ﹤0.01%
+9,855
1799
$242K ﹤0.01%
+1,147
1800
$242K ﹤0.01%
12,272
+1,777
70 71
72
73 74