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
1951
$179K ﹤0.01%
35,955
+11,552
1952
$179K ﹤0.01%
18,592
-4,833
1953
$178K ﹤0.01%
16,068
-1,667
1954
$178K ﹤0.01%
+10,422
1955
$177K ﹤0.01%
15,140
-466
1956
$176K ﹤0.01%
11,141
+12
1957
$174K ﹤0.01%
16,670
+1,798
1958
$173K ﹤0.01%
25,476
+298
1959
$173K ﹤0.01%
+15,000
1960
$172K ﹤0.01%
13,138
-1,629
1961
$171K ﹤0.01%
15,167
-1,500
1962
$170K ﹤0.01%
66,525
+34,363
1963
$170K ﹤0.01%
11,057
+305
1964
$169K ﹤0.01%
14,034
+64
1965
$165K ﹤0.01%
11,300
1966
$163K ﹤0.01%
148,301
+10
1967
$163K ﹤0.01%
16,968
+400
1968
$162K ﹤0.01%
8,665
-2,511
1969
$162K ﹤0.01%
14,507
+985
1970
$160K ﹤0.01%
12,290
+13
1971
$160K ﹤0.01%
10,659
-2,547
1972
$159K ﹤0.01%
12,485
+2
1973
$158K ﹤0.01%
+11,097
1974
$158K ﹤0.01%
12,800
1975
$157K ﹤0.01%
28,473
+13,843
77 78
79
80 81