Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$58M
2
+$50M
3
+$34.8M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$19.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$16.4M

Top Sells

1
+$32.9M
2
+$32M
3
+$25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$23.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$23.2M

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
1901
$206K ﹤0.01%
4,564
-1,702
1902
$205K ﹤0.01%
14,539
-2,158
1903
$204K ﹤0.01%
8,599
+1,265
1904
$204K ﹤0.01%
+2,054
1905
$204K ﹤0.01%
2,729
-1,470
1906
$203K ﹤0.01%
19,032
+5,442
1907
$203K ﹤0.01%
+11,240
1908
$202K ﹤0.01%
13,340
-120
1909
$202K ﹤0.01%
1,654
-198
1910
$202K ﹤0.01%
11,743
-51,551
1911
$202K ﹤0.01%
2,416
+13
1912
$202K ﹤0.01%
12,530
1913
$202K ﹤0.01%
+8,308
1914
$201K ﹤0.01%
3,448
-80
1915
$201K ﹤0.01%
5,146
-1,784
1916
$201K ﹤0.01%
+5,001
1917
$201K ﹤0.01%
2,158
-597
1918
$201K ﹤0.01%
7,242
-1,404
1919
$200K ﹤0.01%
21,833
+6,550
1920
$200K ﹤0.01%
9,893
-4
1921
$198K ﹤0.01%
+24,250
1922
$198K ﹤0.01%
17,860
1923
$198K ﹤0.01%
10,992
-1,814
1924
$198K ﹤0.01%
46,149
-8,344
1925
$198K ﹤0.01%
40,437
+1,931
75 76
77
78 79