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
$9.47B
AUM Growth
+$600M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,316
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$38.6M
3
+$29.1M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$25.3M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$24.5M

Top Sells

1
+$23.2M
2
+$19.9M
3
+$18.6M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$16.3M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$13.5M

Sector Composition

1 Technology 5.55%
2 Financials 4.7%
3 Healthcare 4.16%
4 Industrials 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$212K ﹤0.01%
+16,700
1977
$212K ﹤0.01%
+7,275
1978
$211K ﹤0.01%
4,539
-25
1979
$211K ﹤0.01%
+4,653
1980
$211K ﹤0.01%
+7,137
1981
$211K ﹤0.01%
10,580
+518
1982
$210K ﹤0.01%
+2,710
1983
$210K ﹤0.01%
+7,863
1984
$210K ﹤0.01%
+1,434
1985
$210K ﹤0.01%
27,711
+3,125
1986
$209K ﹤0.01%
+3,859
1987
$209K ﹤0.01%
+4,782
1988
$209K ﹤0.01%
3,304
+48
1989
$209K ﹤0.01%
3,385
+85
1990
$208K ﹤0.01%
5,006
-1,731
1991
$208K ﹤0.01%
+5,769
1992
$208K ﹤0.01%
+3,706
1993
$207K ﹤0.01%
+8,560
1994
$207K ﹤0.01%
11,119
+11
1995
$207K ﹤0.01%
9,088
-1,279
1996
$207K ﹤0.01%
14,766
+1,000
1997
$207K ﹤0.01%
13,261
+1,919
1998
$206K ﹤0.01%
11,406
-22,778
1999
$206K ﹤0.01%
16,493
2000
$206K ﹤0.01%
10,762
-135
78 79
80
81 82