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
1851
$274K ﹤0.01%
12,339
+275
1852
$274K ﹤0.01%
3,751
-185
1853
$273K ﹤0.01%
+1,749
1854
$273K ﹤0.01%
3,550
-59
1855
$273K ﹤0.01%
2,755
-1,329
1856
$273K ﹤0.01%
2,234
-22
1857
$272K ﹤0.01%
11,176
-1,459
1858
$272K ﹤0.01%
+14,521
1859
$271K ﹤0.01%
1,196
+413
1860
$271K ﹤0.01%
23,719
+4,789
1861
$271K ﹤0.01%
8,750
1862
$270K ﹤0.01%
5,526
-1,994
1863
$270K ﹤0.01%
2,279
1864
$268K ﹤0.01%
20,370
+102
1865
$267K ﹤0.01%
3,737
+317
1866
$267K ﹤0.01%
+21,248
1867
$267K ﹤0.01%
+7,220
1868
$266K ﹤0.01%
30,097
-4,500
1869
$266K ﹤0.01%
11,502
+740
1870
$266K ﹤0.01%
7,267
-29,715
1871
$266K ﹤0.01%
10,615
+2,704
1872
$265K ﹤0.01%
7,012
-778
1873
$265K ﹤0.01%
4,187
-168
1874
$264K ﹤0.01%
7,907
-6,624
1875
$263K ﹤0.01%
+3,133
73 74
75
76 77