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
1851
$221K ﹤0.01%
3,789
-971
1852
$221K ﹤0.01%
13,368
-422
1853
$220K ﹤0.01%
17,999
-3,640
1854
$220K ﹤0.01%
+7,353
1855
$220K ﹤0.01%
3,153
-242
1856
$220K ﹤0.01%
83,902
+10,473
1857
$220K ﹤0.01%
3,895
+475
1858
$220K ﹤0.01%
32,003
+283
1859
$219K ﹤0.01%
+5,007
1860
$219K ﹤0.01%
3,522
1861
$219K ﹤0.01%
19,680
-1,073
1862
$218K ﹤0.01%
+2,949
1863
$218K ﹤0.01%
5,093
-1,268
1864
$218K ﹤0.01%
+230
1865
$218K ﹤0.01%
+7,275
1866
$217K ﹤0.01%
7,094
-17,789
1867
$217K ﹤0.01%
9,337
+420
1868
$217K ﹤0.01%
+6,054
1869
$217K ﹤0.01%
17,532
+32
1870
$216K ﹤0.01%
4,927
-1,131
1871
$216K ﹤0.01%
+5,304
1872
$216K ﹤0.01%
5,695
+683
1873
$216K ﹤0.01%
4,475
-2,776
1874
$214K ﹤0.01%
+5,219
1875
$213K ﹤0.01%
4,287
-1,417
73 74
75
76 77