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 6.59%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$299K ﹤0.01%
3,467
+346
1802
$298K ﹤0.01%
7,794
-573
1803
$298K ﹤0.01%
2,176
-484
1804
$297K ﹤0.01%
+3,466
1805
$296K ﹤0.01%
11,068
-1,845
1806
$296K ﹤0.01%
6,579
1807
$296K ﹤0.01%
12,140
+2,554
1808
$296K ﹤0.01%
9,465
+831
1809
$294K ﹤0.01%
4,288
+433
1810
$294K ﹤0.01%
19,844
+1,242
1811
$293K ﹤0.01%
26,672
+1,547
1812
$292K ﹤0.01%
13,460
+404
1813
$291K ﹤0.01%
9,604
+337
1814
$289K ﹤0.01%
66,083
+48,105
1815
$289K ﹤0.01%
1,852
+265
1816
$288K ﹤0.01%
6,609
-1,016
1817
$288K ﹤0.01%
+5,741
1818
$288K ﹤0.01%
9,673
-1,088
1819
$287K ﹤0.01%
6,875
+425
1820
$286K ﹤0.01%
88,724
-4,036
1821
$286K ﹤0.01%
5,915
+1
1822
$285K ﹤0.01%
25,178
+220
1823
$285K ﹤0.01%
6,178
+1,559
1824
$284K ﹤0.01%
9,519
+451
1825
$284K ﹤0.01%
6,710
-480
71 72
73
74 75