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
1926
$245K ﹤0.01%
9,154
-598
1927
$244K ﹤0.01%
+3,522
1928
$244K ﹤0.01%
+1,656
1929
$244K ﹤0.01%
+5,565
1930
$244K ﹤0.01%
+4,629
1931
$243K ﹤0.01%
+3,308
1932
$243K ﹤0.01%
2,022
-8
1933
$241K ﹤0.01%
3,076
+1
1934
$241K ﹤0.01%
11,610
+1,363
1935
$241K ﹤0.01%
6,361
+218
1936
$241K ﹤0.01%
+9,385
1937
$239K ﹤0.01%
+127
1938
$239K ﹤0.01%
9,963
+38
1939
$239K ﹤0.01%
+6,933
1940
$238K ﹤0.01%
8,961
-568
1941
$238K ﹤0.01%
10,495
-3,229
1942
$238K ﹤0.01%
65,732
-1,681
1943
$237K ﹤0.01%
+7,282
1944
$237K ﹤0.01%
9,221
-150
1945
$237K ﹤0.01%
2,998
1946
$236K ﹤0.01%
19,000
+2,200
1947
$236K ﹤0.01%
+13,197
1948
$236K ﹤0.01%
+1,804
1949
$236K ﹤0.01%
4,094
-99
1950
$236K ﹤0.01%
9,146
+58
76 77
78
79 80