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
1976
$226K ﹤0.01%
9,897
+675
1977
$226K ﹤0.01%
+8,371
1978
$225K ﹤0.01%
+1,908
1979
$225K ﹤0.01%
148,291
-2,993
1980
$225K ﹤0.01%
3,376
-2,256
1981
$225K ﹤0.01%
23,818
+230
1982
$225K ﹤0.01%
23,364
+4,831
1983
$224K ﹤0.01%
40,077
+9,657
1984
$224K ﹤0.01%
+779
1985
$223K ﹤0.01%
6,066
+297
1986
$223K ﹤0.01%
+3,626
1987
$223K ﹤0.01%
7,022
1988
$222K ﹤0.01%
+6,811
1989
$222K ﹤0.01%
3,217
-489
1990
$221K ﹤0.01%
8,917
-2,156
1991
$221K ﹤0.01%
3,982
-162
1992
$221K ﹤0.01%
6,284
+2
1993
$221K ﹤0.01%
+3,230
1994
$220K ﹤0.01%
3,800
-2,599
1995
$219K ﹤0.01%
4,469
-2,047
1996
$219K ﹤0.01%
+9,726
1997
$218K ﹤0.01%
9,218
1998
$218K ﹤0.01%
9,159
+127
1999
$218K ﹤0.01%
17,106
-20
2000
$217K ﹤0.01%
14,872
-2,935
78 79
80
81 82