Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.47B
AUM Growth
+$600M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,316
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$38.6M
3
+$29.1M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$25.3M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$24.5M

Top Sells

1
+$23.2M
2
+$19.9M
3
+$18.6M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$16.3M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$13.5M

Sector Composition

1 Technology 5.55%
2 Financials 4.7%
3 Healthcare 4.16%
4 Industrials 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
$263K ﹤0.01%
42,201
-15,576
1827
$263K ﹤0.01%
13,632
1828
$263K ﹤0.01%
12,173
-6,063
1829
$262K ﹤0.01%
45,594
-7,971
1830
$262K ﹤0.01%
+19,285
1831
$261K ﹤0.01%
24,837
-4,760
1832
$261K ﹤0.01%
+8,008
1833
$261K ﹤0.01%
8,750
1834
$261K ﹤0.01%
5,055
-10
1835
$260K ﹤0.01%
30,802
-3,970
1836
$260K ﹤0.01%
+9,447
1837
$259K ﹤0.01%
+8,671
1838
$259K ﹤0.01%
53,740
-6,006
1839
$257K ﹤0.01%
+2,217
1840
$257K ﹤0.01%
7,543
-143
1841
$257K ﹤0.01%
+10,475
1842
$257K ﹤0.01%
16,047
+723
1843
$256K ﹤0.01%
20,746
+15
1844
$256K ﹤0.01%
3,942
+272
1845
$256K ﹤0.01%
16,697
-741
1846
$256K ﹤0.01%
3,378
+282
1847
$256K ﹤0.01%
8,826
+735
1848
$255K ﹤0.01%
3,420
-161
1849
$255K ﹤0.01%
20,346
-4,096
1850
$255K ﹤0.01%
6,143
-874
72 73
74
75 76