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
1901
$253K ﹤0.01%
+2,723
1902
$253K ﹤0.01%
9,918
+1,937
1903
$252K ﹤0.01%
+3,091
1904
$252K ﹤0.01%
7,703
+480
1905
$251K ﹤0.01%
6,511
-531
1906
$251K ﹤0.01%
12,987
+725
1907
$250K ﹤0.01%
7,626
+1,001
1908
$250K ﹤0.01%
7,739
-148
1909
$250K ﹤0.01%
22,275
-2,254
1910
$249K ﹤0.01%
8,691
-798
1911
$249K ﹤0.01%
6,790
-753
1912
$249K ﹤0.01%
6,523
1913
$249K ﹤0.01%
+13,104
1914
$249K ﹤0.01%
+9,945
1915
$248K ﹤0.01%
19,285
1916
$248K ﹤0.01%
8,476
+1,339
1917
$248K ﹤0.01%
+9,757
1918
$247K ﹤0.01%
5,786
-2,912
1919
$247K ﹤0.01%
7,417
1920
$247K ﹤0.01%
+9,957
1921
$247K ﹤0.01%
3,500
-50
1922
$246K ﹤0.01%
2,934
+102
1923
$246K ﹤0.01%
3,528
+80
1924
$246K ﹤0.01%
7,476
-1,253
1925
$246K ﹤0.01%
9,987
-198
75 76
77
78 79