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 4.92%
3 Healthcare 4.62%
4 Consumer Discretionary 3.54%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.7M 0.12%
508,708
-127,428
177
$10.7M 0.12%
112,903
+9,349
178
$10.6M 0.12%
241,341
+14,754
179
$10.6M 0.12%
170,766
+9,143
180
$10.4M 0.11%
1,357,155
+67,949
181
$10.3M 0.11%
270,381
+17,078
182
$10.1M 0.11%
192,003
+19,935
183
$10M 0.11%
108,591
-5,071
184
$9.91M 0.11%
174,262
+1,090
185
$9.83M 0.11%
171,459
-845
186
$9.83M 0.11%
32,465
-11,010
187
$9.72M 0.11%
171,362
-3,578
188
$9.72M 0.11%
267,854
-1,902
189
$9.64M 0.11%
134,893
+3,412
190
$9.64M 0.11%
283,064
+38,739
191
$9.57M 0.11%
230,695
+10,712
192
$9.5M 0.11%
333,662
-5,075
193
$9.5M 0.11%
139,051
+16,559
194
$9.4M 0.1%
280,650
+64,604
195
$9.32M 0.1%
203,275
+83,801
196
$9.29M 0.1%
305,804
+52,696
197
$9.14M 0.1%
343,338
-16,298
198
$9.09M 0.1%
219,859
+41,119
199
$9.06M 0.1%
59,108
+3,226
200
$8.98M 0.1%
193,028
+1,648
6 7
8
9 10