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
1826
$234K ﹤0.01%
33,754
+11,377
1827
$233K ﹤0.01%
4,375
-3,661
1828
$232K ﹤0.01%
11,151
-500
1829
$232K ﹤0.01%
22,820
-41,611
1830
$232K ﹤0.01%
7,931
+649
1831
$232K ﹤0.01%
+4,635
1832
$231K ﹤0.01%
39,622
-455
1833
$230K ﹤0.01%
9,046
-100
1834
$229K ﹤0.01%
12,977
-3,572
1835
$228K ﹤0.01%
+3,595
1836
$228K ﹤0.01%
+2,856
1837
$228K ﹤0.01%
+4,212
1838
$228K ﹤0.01%
10,419
-441
1839
$227K ﹤0.01%
7,838
-1,580
1840
$227K ﹤0.01%
+5,250
1841
$226K ﹤0.01%
10,093
+1,483
1842
$226K ﹤0.01%
25,461
+782
1843
$225K ﹤0.01%
2,016
+108
1844
$225K ﹤0.01%
20,166
+3,925
1845
$225K ﹤0.01%
9,497
+1,295
1846
$225K ﹤0.01%
3,531
+1
1847
$224K ﹤0.01%
5,702
+322
1848
$223K ﹤0.01%
10,209
+1,050
1849
$222K ﹤0.01%
7,185
-13,485
1850
$221K ﹤0.01%
11,687
-3,048
72 73
74
75 76