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
1876
$213K ﹤0.01%
17,138
+32
1877
$212K ﹤0.01%
2,990
+56
1878
$212K ﹤0.01%
2,257
-5,375
1879
$212K ﹤0.01%
+8,163
1880
$211K ﹤0.01%
14,592
+3,249
1881
$211K ﹤0.01%
3,430
+54
1882
$211K ﹤0.01%
7,462
+672
1883
$211K ﹤0.01%
5,575
+618
1884
$211K ﹤0.01%
19,623
+2,508
1885
$210K ﹤0.01%
11,339
-271
1886
$209K ﹤0.01%
2,790
-1,848
1887
$208K ﹤0.01%
27,087
-5,755
1888
$208K ﹤0.01%
3,466
+3
1889
$208K ﹤0.01%
66,130
+398
1890
$207K ﹤0.01%
9,346
-3,847
1891
$207K ﹤0.01%
6,334
+386
1892
$207K ﹤0.01%
+8,090
1893
$207K ﹤0.01%
2,451
-167
1894
$207K ﹤0.01%
2,244
-509
1895
$207K ﹤0.01%
+6,893
1896
$206K ﹤0.01%
12,159
-8,814
1897
$206K ﹤0.01%
9,218
1898
$206K ﹤0.01%
5,432
-4,417
1899
$206K ﹤0.01%
8,921
-300
1900
$206K ﹤0.01%
5,612
-38,774
74 75
76
77 78