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
1826
$284K ﹤0.01%
3,530
+1
1827
$284K ﹤0.01%
3,463
+3
1828
$283K ﹤0.01%
1,613
+28
1829
$283K ﹤0.01%
+4,719
1830
$282K ﹤0.01%
24,727
+3,380
1831
$282K ﹤0.01%
6,729
-1,244
1832
$281K ﹤0.01%
17,860
-1,800
1833
$280K ﹤0.01%
5,125
-13,749
1834
$280K ﹤0.01%
+8,747
1835
$279K ﹤0.01%
27,207
-450
1836
$278K ﹤0.01%
16,697
-7,008
1837
$278K ﹤0.01%
24,679
-266
1838
$278K ﹤0.01%
12,619
-3,057
1839
$278K ﹤0.01%
22,353
+153
1840
$277K ﹤0.01%
21,639
-4,177
1841
$277K ﹤0.01%
22,326
-5,543
1842
$277K ﹤0.01%
4,174
-349
1843
$276K ﹤0.01%
12,712
-732
1844
$276K ﹤0.01%
4,741
-274
1845
$276K ﹤0.01%
36,782
-771
1846
$276K ﹤0.01%
1,266
+182
1847
$276K ﹤0.01%
11,109
-408
1848
$275K ﹤0.01%
3,695
+65
1849
$275K ﹤0.01%
7,438
-558
1850
$275K ﹤0.01%
17,500
+803
72 73
74
75 76