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
1926
$197K ﹤0.01%
10,530
+948
1927
$197K ﹤0.01%
15,813
+28
1928
$197K ﹤0.01%
+10,837
1929
$196K ﹤0.01%
12,262
+186
1930
$193K ﹤0.01%
13,320
-4,039
1931
$193K ﹤0.01%
28,475
+1,268
1932
$192K ﹤0.01%
17,250
+4,150
1933
$189K ﹤0.01%
14,834
+1,705
1934
$188K ﹤0.01%
83,503
+67,869
1935
$187K ﹤0.01%
15,224
-93,145
1936
$187K ﹤0.01%
10,712
+797
1937
$187K ﹤0.01%
16,296
+5,580
1938
$187K ﹤0.01%
19,980
-3,384
1939
$186K ﹤0.01%
22,031
+6,822
1940
$186K ﹤0.01%
11,892
-728
1941
$184K ﹤0.01%
+40,637
1942
$184K ﹤0.01%
46,441
+778
1943
$184K ﹤0.01%
31,578
-3,985
1944
$184K ﹤0.01%
28,102
+7,437
1945
$183K ﹤0.01%
21,509
+3,000
1946
$182K ﹤0.01%
10,737
-445
1947
$182K ﹤0.01%
23,124
-4,500
1948
$182K ﹤0.01%
16,479
-950
1949
$181K ﹤0.01%
20,361
+622
1950
$180K ﹤0.01%
19,958
-2,601
76 77
78
79 80