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
1801
$242K ﹤0.01%
10,140
-475
1802
$241K ﹤0.01%
9,031
-488
1803
$241K ﹤0.01%
7,060
+48
1804
$241K ﹤0.01%
9,295
+1,038
1805
$241K ﹤0.01%
+9,508
1806
$240K ﹤0.01%
7,760
-506
1807
$240K ﹤0.01%
10,246
-1,690
1808
$240K ﹤0.01%
+9,376
1809
$240K ﹤0.01%
13,632
1810
$239K ﹤0.01%
88,179
-545
1811
$239K ﹤0.01%
9,690
-4,029
1812
$239K ﹤0.01%
15,462
+2,766
1813
$238K ﹤0.01%
3,910
-2,126
1814
$238K ﹤0.01%
9,754
1815
$238K ﹤0.01%
4,735
+935
1816
$238K ﹤0.01%
7,389
-28
1817
$238K ﹤0.01%
14,047
+1,060
1818
$237K ﹤0.01%
5,642
-799
1819
$237K ﹤0.01%
24,875
+10,694
1820
$237K ﹤0.01%
12,268
-1,876
1821
$237K ﹤0.01%
1,248
-654
1822
$235K ﹤0.01%
1,830
+81
1823
$235K ﹤0.01%
2,446
+192
1824
$234K ﹤0.01%
4,752
+283
1825
$234K ﹤0.01%
6,620
-53,214
71 72
73
74 75